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. You can call on us in your time of need, because we care about your family right alongside with you.

We develop comprehensive strategies for all aspects of a family’s wealth — business, estate, investments, retirement, tax and legacy planning — and are dedicated to preserving our clients’ non-financial wealth too, helping to ensure family values and integrities transcend to future generations.

Individual Financial Family Management | Blueprint Partners
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    COORDINATE WITH ATTORNEY AND CPA

    • When was the last time your attorney, CPA and financial advisor were in the same room at the same time?
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    ACCOUNTABILITY & EXPECTATIONS IN WRITING

    • We put our recommendations in writing in the form of a to-do list so everything gets accomplished.
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    INVESTMENT PORTFOLIO DESIGN

    • We’ll analyze, design, implement and monitor your investment portfolio.
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    ASSET PROTECTION

    • We’ll help you protect assets from business, family and other risks where appropriate.
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    FAMILY FIRE DRILL

    • We put together a ‘fire drill’ document for your loved ones so the most crucial information is available to them when they need it.
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    LIFE INSURANCE ANALYSIS & DESIGN

    • We’ll analyze and implement life insurance when it is needed.
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    BUSINESS SUCCESSION / EXECUTIVE BENEFITS

    • We’ll help you create a succession plan and analyze your benefit options through your employer or business.
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    MULTI-GENERATIONAL ESTATE PLANNING

    • We’ll help create an estate plan that protects family members and assets intended for their benefit.
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    FINANCIAL INDEPENDENCE PLANNING

    • We’ll create financial models for your current situation and stress test those with various ‘what-if’ scenarios.