Blueprint Wealth Advisors is a comprehensive financial planning practice. We are very organized and process driven. Our business revenue is 95% fee based. We focus on value based investing through asset allocation at our core and use alternatives and other investments to compliment and mitigate risk. I am one of two founding principles within the company.
Our goal through Succession Link is to find the right partners/practice to purchase or merge with. We have gone through the purchase process with a few other groups and know that each partnership is unique. We believe our age, experience, and personalities make us the ideal succession plan