Wealth Management

BluePointe has the experience and resources to offer our clients a wide range of solutions to meet their individual needs. Our clients benefit from the collective knowledge base of our diverse group. In situations where we may require additional expertise, our clients can depend on the trusted specialists with whom we have relationships to supplement our advice. We serve as our clients' personal CFO and their primary point of contact in order to ensure that they are on the correct path to financial success.

Our clients have a wide range of financial goals and diverse financial challenges, and to address their unique needs, they require a firm which can provide true wealth management.

We define wealth management as a combination of the following three vital elements:


Investment Consulting is the astute management of investments over time in order to achieve financial goals. It requires an advisor to have a deep understanding of their clients' most important challenges and the ability to design an investment plan which takes risk tolerance and time horizon into account in order to maximize their clients' probability of achieving their goals. BluePointe monitors client portfolios as well as our clients' financial circumstances over time so we can make adjustments when necessary.









This goes beyond investments and considers all of the additional aspects that are important to a successful financial future. These include Wealth Transfer, Wealth Protection and Charitable Giving. Not all advisors may offer these services, however at BluePointe we find these to be instrumental in formulating a financial plan.


As true wealth managers, we focus on building relationships within three groups:

  1. Our clients -- we foster solid, trusted relationships with our clients in order to most effectively address their needs.
  2. Our network of financial professionals -- these are specialists we can reach out to for specific client needs.
  3. Our clients' other professional advisors -- their attorneys and accountants. We work in concert with our clients' estate planning attorneys and accountants in order to ensure that the financial strategies implemented are consistent with their overall financial growth and preservation plan.