Broker Check

Blueprint Wealth Management

(704) 945-7173

I take pride in knowing that I have helped people pursue their financial future.  My personal mission statement is about helping my clients attain financial security for their families and business.  I am dedicated to providing accurate, reliable and objective information, allowing you to make informed decisions.  Diversification alone is not always enough to reduce market risk.  Looking back at 2008, many asset classes became correlated in the same way as the market, and therefore fell along with the broad market indices.  Bear markets and low interest rate environments have caused much uncertainty for clients within 15 years or less from their retirement date.  Traditional models available to the public, using diversification, and asset allocation models, may not be sufficient in our current market environment.  Preservation of Capital (avoiding large losses) while attempting to maximize market opportunities is our top priority.  Let me help you design your customized blueprint life plan.