About

BluePointe Capital Management is an SEC-registered independent advisory firm located in San Mateo, CA. We are the personal wealth manager for each of our clients and their primary resource for financial decision-making. We specialize in helping successful entrepreneurs and business professionals in the Bay Area develop successful financial plans for their future. Our team concentrates on the financial challenges facing top executives and explores solutions for issues such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions. We limit our practice to a small number of relationships so we can more effectively serve our clients and have a beneficial impact on their financial future. With personalized planning and sophisticated investment management, we are committed to the financial well-being of our clients. We understand that our clients' financial goals are inextricably tied to their life goals, and we take great pride in our role as stewards of their financial future.

Our Philosophy

Our approach to wealth management combines a highly personalized consultative process with focused asset management advice. At BluePointe Capital, we are objective decision makers with a strong belief in an open architecture investment platform. We are not obligated by any brokerage firm, bank, mutual fund, money management firm or insurance company to sell inventory. Therefore, we can approach our financial decisions with complete independence and the best interests of our clients in mind. We place a heavy emphasis on discovering the needs and challenges faced by our clients so that we may serve them in the most efficient and successful manner. We know that our clients have worked diligently to become successful in their own businesses, and our mission is to help them attain a peace of mind that their financial goals are being carefully achieved. Our independent approach ensures that we are able to keep our clients' interests at the forefront and serve them with integrity.