About Us

Founded in 2006, BluePointe Capital Management is an SEC-registered, independent, fee-only advisory firm located in Menlo Park, California.

We take a great deal of pride in serving successful entrepreneurs and business professionals in the Bay Area. It’s our mission to help our clients develop financial plans that protect them from undue risk, create opportunity and allow them to grow their wealth.

Our team members adhere to the highest fiduciary standards, and we offer complete transparency when it comes to our advice, fees, investments and recommendations. Our clients benefit from the collective knowledge base of our diverse group. However, in situations where we require additional expertise, we have partnerships with several trusted specialists who can supplement our expertise.