Stewards of Family Wealth

Preserving, protecting and maximizing your family’s generational wealth isn’t just important – it’s part of your legacy. And that legacy needs to be treated with respect and care.

BluePointe Capital Management acts as a steward of your family’s wealth by tailoring a strategy that addresses your goals, and mitigates tax liabilities for you and your loved ones. Our offerings include:

  • Advanced tax-efficient estate planning strategies
  • Investment portfolio construction and management
  • Consolidated reporting software