We believe financial advisors should be fiduciaries for their clients. The interests between clients and the people who are giving them advice should be aligned as much as possible, while conflicts of interests should be minimized. Legally, a fiduciary duty is the highest standard of care for clients. We will never take a commission from any financial product offered to you, and it is our legal and ethical responsibility to pursue your financial best interest in good faith.

Most people have plenty on their plate already without having to constantly worry about the intricacies of money. Everyone needs a plan to achieve their financial goals. Making that plan shouldn’t be stressful, though. Blueprint Wealth Management helps clients craft financial plans that fit their investment and retirement goals. We tailor financial strategies designed to achieve our clients’ goals. Our fiduciary obligation gives clients the peace of mind that their assets are well cared for.

Surely, a financial advisor should always act in the interest of the client and not in their own, right? Not necessarily… Many financial advisors are basically salespeople. There is a great deal of talk about trust in the financial services industry, but you should always do your due diligence before spending your money, whether in the market or on insurance policies. Entrusting your financial resources only to unbiased fee-only asset managers is a great place to start. We’ll work with you to create a retirement plan that is attainable and sufficient for all your family’s needs.

The advisors of Blueprint Wealth Management are disciplined. We keep your long-term financial goals in our line of sight, and do not give in to emotionally charged reactions to the sometimes-volatile financial market.

Whereas many competitors accept financial incentives for recommending certain products, we are fiduciaries for our clients. We never accept commissions on financial products we recommend. This allows Blueprint to remain objective, only offering financially efficient investment solutions that we believe to be in the best interest of our clients.

Crucially, every client retains ownership of his or her own assets and receives independent monthly statements and trade confirmations directly from Charles Schwab. Transparency is a cornerstone of a healthy wealth management relationship.

Every client’s financial situation and goals are different. Once we’re familiar with your portfolio of assets and your family’s needs, both now and in the future, we can begin looking at strategies to ensure your financial health.

No matter your line of work or stage of life, Blueprint Wealth Management will serve in your fiduciary interest, creating a financial plan that works for you.