Our Approach to Wealth Management
A four-phase solution that enables us to deeply understand your needs.
Phase 1: Discovery
Define your financial goals and objectives, investment horizon, risk tolerance and more.
Phase 2: Investment Planning
A custom investment portfolio tailored to your unique situation.
Phase 3: Wealth Management and Estate Planning
Comprehensive analysis of your estate planning needs and their integration in your investment portfolio.
Phase 4: Progress Reviews
Ongoing analysis of your financial landscape and recommendations to ensure you reach your goals.
Who we support

Thriving Entrepreneurs

Forge your own path without sacrificing your financial security.

VC/Private Equity Professionals

Navigate the complexities of your professional and personal wealth.

Executives

Relish your professional and financial success.

Family Offices

Amplify your team’s value with concierge support.

Stewards of Family Wealth

Preserve your generational wealth and your legacy.
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BluePointe Capital Management, LLC

1300 El Camino Real, Suite 100, Menlo Park, CA 94025,

(650) 293-4545

BluePointe Capital Management, LLC

1300 El Camino Real, Suite 100, Menlo Park, CA 94025, (650) 293-4545

© 2024 BluePointe Capital Management, LLC.