Blueprint Wealth Management

Blueprint Wealth Management is a registered investment advisor based in St. Petersburg, Florida, that offers ongoing investment and portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Blueprint Wealth Management evaluates clients' existing holdings and builds diversified portfolios using mutual funds, exchange-traded funds, equities, bonds, real estate investment trusts, and other securities. The firm operates with the authority to make trades without asking clients first, allowing for timely execution of investment strategies. Blueprint Wealth Management primarily serves individuals and high-net-worth individuals, and does not require a minimum portfolio size to open an account. In addition to investment management, the firm's principal is licensed to sell insurance products and may receive commissions on insurance sales, though clients never pay both an insurance commission and an investment management fee on the same pool of assets.