Blueprint Partners
440 W. Front St., Suite One
Traverse City, MI 49684
231.668.4147
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LET'S PLAN YOUR LIFE'S BLUEPRINT.

We believe effective strategies come from working closely with all who may be involved with your financial life. By bringing a team of key advisors, business partners and applicable family members, we create a single source for a client to understand and align everything that’s related to their family business, assets and future. As your personal CFO, we manage that coordination for effective results.

PLANNING FOR – BUSINESS • FAMILY • ESTATE • INVESTMENT • LEGACY

FAMILY BLUEPRINT
The very nature of a family’s wealth and legacy is deeply personal and it takes a special team to support it. We are honored by the close relationships we develop with our clients, and it’s these bonds that deliver lifetime friendships as a result.
FAMILY BLUEPRINT
BUSINESS BLUEPRINT
Your business was built on integrity and a strong set of family values. The foundation of our work is no different. It takes highly trusted partners to help navigate the sensitive nature of a family’s business and assets and we pride ourselves on delivering the utmost in truthful, ethical and confidential support.
BUSINESS BLUEPRINT
HOW WE WORK
You can depend on us to be your voice through all of life’s phases. Whether you’re in the midst of running a successful business, developing a succession plan or thinking ahead to the disbursement of your wealth and assets, we will be here — on the same side of the table — as your trusted ally.
HOW WE WORK
OUR TEAM
Our team of dedicated professionals.
OUR TEAM
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