Overview
Blueprint Wealth Management, Inc. (“Blueprint”, “we”, “us”) was founded in 2022 as an Maryland
Corporation.
Blueprint is owned by Jordan Wilson and commenced business as an investment advisory firm in 2023.
Our principal advisory services are financial planning and investment management, which are described in
greater detail below. These services are not offered separately. Our clients engage us for both financial
planning and investment management.
Financial Planning: We can prepare and provide you with a written financial plan designed to help you
achieve your financial goals and investment objectives. The preparation of such a plan necessitates that
you provide us with personal data such as family records, budgeting, personal liability, estate information
and additional financial goals. The financial plan will include any or all of the following as requested or
directed by you and will be agreed upon in our advisory agreement: asset protection, tax planning, business
succession, strategies for exercising stock options, cash flow, education planning, estate planning and
wealth transfer, charitable gifting, long-term care and disability planning, retirement planning, insurance
planning, and risk management.
We do not provide accounting or legal advice. Should you choose to implement the recommendations
contained in the plan, we suggest you work closely with your attorney, accountant, and
chosen insurance
agent and investment professional. Though you may elect to implement investment and/or insurance
recommendations through us, there is no obligation to do so.
Investment Management: Based on a client’s financial plan, we will manage the client’s portfolio of
investment securities. A more in-depth discussion of our investment philosophy can be found in Item 8:
Methods of Analysis, Investment Strategies and Risk of Loss of this ADV. We typically allocate a client’s
investment holdings across a diversified portfolio. We then periodically review the client’s portfolio,
compare it against the objectives and requirements of the client, and implement changes to the account as
needed.
We encourage broad-based diversification across thousands of different securities within a client’s portfolio
by way of using indexed mutual funds, exchange traded funds, or other investment products. Clients may
impose reasonable restrictions on investing in certain securities or types of securities. We do not sponsor
a wrap fee program.
We may, without the Client’s further consent, delegate any or all our responsibilities to one or more
affiliated or unaffiliated advisors on such terms as we may determine.
As of the date of this filing, we have $145,000,000 of discretionary assets under management. We do not
have any non-discretionary assets under management.