BluePointe Capital Management is an SEC-registered independent fee-only advisory firm located in San Mateo, CA. We have been in business since 2006.
We have a great deal of pride in serving the successful entrepreneurs and business professionals in the Bay Area. We see it as our mission to help our community by developing financial plans that protect them from undue risk, create opportunity, and allow them to grow their wealth for the benefit of their businesses and their families. As business owners ourselves, we approach our work with a deep sense of empathy for the entrepreneurs and business professional we serve.
Our team concentrates on the financial challenges top executives typically face, and explores solutions such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions.