Our Process

BluePointe employs a comprehensive solution for wealth management which enables us to deeply understand the individual needs of each client. Whether assisting with tax-efficient transfer of wealth or philanthropic goals, BluePointe helps to develop and implement a customized plan which is most appropriate for achieving our clients' financial objectives.

Our wealth management consultative process is a comprehensive framework that provides us the means to seamlessly integrate the three distinct areas of Investment Consulting, Advanced Planning, and Relationship Management. This framework focuses on a procedure, during which BluePointe is able to become familiar with the financial landscape of the client, as well as gain insight on important client issues, such as family relationships, values, community networks, and goals to facilitate the construction of a balanced portfolio, tailored to the client's needs.

Investment Policy Statement (IPS)

We begin with carefully documenting our client's circumstances. This information establishes objectives for income, growth and cash flow, identifies estate planning and charitable considerations, and provides an assessment of the family's tolerance for risk. The Investment Policy Statement becomes a guideline for all investment considerations.

The following chart illustrates our approach to client service, including the focus and purpose of each advising session.

BP Consultative WM Process Chart - 1_6_14.jpg