BUILD YOUR CAREER AT BLUEPRINT
Independence. Resources. Growth. A Place to Call Home.
You’ve spent years building your practice, earning the trust of your clients and developing your reputation. Your next move should help you build on everything you’ve created - not force you to start over.
At Blueprint Wealth Advisors, our goal is to create an environment where experienced financial advisors can grow their businesses, strengthen their client offering and build the next chapter of their careers within a collaborative wealth management organization.
We believe advisors should have the freedom to build a practice that reflects who they are, while having access to the infrastructure, resources and support needed to compete at a high level.
This isn’t simply a place to transition your business. It’s a place to build your career home.
A Platform Built Around the Advisor
- Who are your clients?
- What makes your business successful?
- Where do you want to grow?
- What administrative or operational responsibilities consume your time?
- What capabilities would improve your client experience?
- What do you want your practice to look like five or ten years from now?
- What do you ultimately want your career and legacy to become?
From there, we work with you to develop a Blueprint for your practice.
Protect what you’ve built. Strengthen what works. Identify what can improve. Create a strategy for what comes next.
Clients. Relationships. Advice. Growth.
More Time for What Matters
Great advisors create their greatest value when they are advising clients, developing relationships and growing their businesses. They shouldn’t have to spend the majority of their time managing every operational detail of a practice.
Through our broader organization and affiliation with Wells Fargo Advisors Financial Network, advisors can operate within an independent practice environment while accessing applicable capabilities and resources. Blueprint seeks to complement that platform with a culture centered around advisor growth, collaboration and practice development.
Your Practice. Your Identity.
Practice Management
Helping create a more efficient, scalable and professionally managed business.
Wealth Planning
Expanding the planning conversation around retirement, investments, estate planning strategies, tax-aware planning, lending, insurance, business interests and multigenerational wealth.
Family Wealth Coordination
Helping advisors serve affluent and high-net-worth families whose financial lives increasingly require coordination across multiple areas.
Technology & Workflow
Using technology and AI-enabled processes, where appropriate, to reduce administrative friction and improve productivity.
Marketing & Business Development
Helping advisors strengthen positioning, deepen existing relationships and develop new opportunities.
Team Development
Helping advisors think strategically about staffing, roles, responsibilities and infrastructure required for future growth.
Succession & Continuity
Creating a long-term plan for advisors who want to protect clients, employees, families and the value of the businesses they have built.
Build Something Bigger
A Career Home for Every Stage
Some advisors want to remain focused on a highly successful individual practice. Others want to build teams. Some want to acquire practices, recruit advisors, develop the next generation or create a significant regional wealth management business.
Advisor → Business Owner → Team Builder → Enterprise Leader → Enduring Legacy
For advisors who are still aggressively growing, an environment designed around business development, practice management and expanding capabilities.
As the practice becomes larger and more complex, think through people, processes, technology and infrastructure.
For advisors who want to build teams or recruit other professionals, a foundation from which larger practices can develop.
For experienced advisors, begin succession planning years before retirement with continuity for clients and legacy in mind.
For advisors who are still aggressively growing, an environment designed around business development, practice management and expanding capabilities.
As the practice becomes larger and more complex, think through people, processes, technology and infrastructure.
For advisors who want to build teams or recruit other professionals, a foundation from which larger practices can develop.
For experienced advisors, begin succession planning years before retirement with continuity for clients and legacy in mind.
Our Recruiting Process
- Discovery - A confidential conversation about the practice, clients, team, challenges and career goals.
- Practice Assessment - Client demographics, assets and production, team structure, service model, growth opportunities, technology, planning capabilities, operational needs and long-term objectives.
- Build Your Blueprint - Outline what the practice could look like within the Blueprint environment.
- Transition Planning - If there is mutual fit, work through the appropriate transition process and available resources.
- The First 100 Days - Establish priorities for client engagement, workflow, team responsibilities, technology, business development and client experience.
- Long-Term Growth - Periodically revisit growth, staffing, acquisitions, planning capabilities, client segmentation, succession and enterprise development.
Rather than simply asking “How do we move your business?” we want to ask “How do we make your business better?”
Who We Want to Meet
- Established advisors with strong client relationships and professional reputations.
- Advisors who believe comprehensive advice should extend beyond investment management alone.
- Entrepreneurial professionals who want greater control over how they build and operate their practices.
- Advisors interested in improving the client experience and continuing to grow.
- Professionals who value collaboration without sacrificing entrepreneurship.
- Advisors who want an organization where they can envision spending the remainder of their careers.
No pressure. No predetermined outcome. Just a confidential conversation about your business and where you want to take it.