Blueprint Wealth Management Inc.

Blueprint Wealth Management provides integrated financial planning and investment management to individuals and high‑net‑worth individuals, delivering these services together rather than separately. As of this filing the firm manages roughly $190 million in discretionary assets across about 320 client relationships and does not impose a required minimum account size.

The firm’s investment approach is a long‑term, broad‑based allocation across global asset classes—equities, bonds, real estate, commodities, and cash—typically implemented through indexed mutual funds and ETFs to achieve broad diversification across thousands of securities. Portfolios are periodically reviewed against client objectives, the firm generally recommends Charles Schwab as custodian, and it may delegate advisory responsibilities to affiliated or unaffiliated advisors when appropriate.

A distinctive feature is that firm personnel are separately licensed as insurance agents or brokers and may recommend and implement insurance products for which they receive separate compensation, creating a potential conflict of interest though clients are under no obligation to purchase through the firm. The firm is also relatively new and operates with a very small advisor team while having accrued substantial assets since commencing advisory operations, and it does not vote client proxies (clients retain proxy‑voting responsibility).