BluePrint Wealth Alliance, LLC is a registered investment
advisor offering comprehensive financial planning services and
wealth management. We serve individuals, families and businesses
across multiple generations. We are driven to deliver objective,
efficient, and unbiased solutions to our clients which exceed
expectations, account for future goals, and enhance quality of
life. Our commitment is to the highest level of integrity,
professionalism, and transparency to support open communication
and ongoing client education.
|Firm Start Year:||2004|
|Name of Custodial Firm:||Charles Schwab & TD Ameritrade|
|States Licensed in:||
|Number of Years with Current Firm:||2|
|Work Experience:||I started at American Express Financial Advisors (now Ameriprise) in January of 2004. I opened up The WealthPlan in 2010.|
|I work with the following types of clients:||Non-Profit Organizations , Businesses , Investment Clubs , Individual Investors|
|Foreign Languages Serviced:||N/A|
|Investment Types:||Annuities , Insurance , Commodities , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , FOREX & Currency , Socially Responsible Investments (SRI)|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Long Term Care , Annuity , Variable Life , Variable Annuity , Life , Disability|
|Financial Organization Memberships:||Financial Planning Association (FPA) , Paladin Registry|
|Firm's Number of Clients:||250|
|Assets Managed by Firm:||$100MM +|
|Advisor's Number of Clients:||200|
|Advisor's Number of Managed Clients:||150|
|Advisor's Number of Planning Clients:||200|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||No minimum|
|Compensation Methods:||Flat Fee , Hourly , Based on Assets , Commissions|
|Fee % Based on Assets:||Varies|
|Flat Fee Rate:||N/A|
|Additional Details on Charges:||
We have a tiered fee schedule starting at 1.25% |
|Minimum Fee Charged for Managed Accounts:||N/A|
|Minimum Fee Charged for Hourly Planning Accounts:||$150|
|Minimum Fee Charged for Flat Fee Accounts:||N/A|
|Finance & Accounting Double Major - Finance / Accounting||
Washington University - St. Louis, Missouri
September 1999-May 2003
BluePrint Wealth Alliance is a Registered Investment Adviser.
David Warshaw, CFP®, CHFC®, CLU® is a Senior Wealth Manager with Blueprint Wealth Alliance. As a comprehensive financial advisor, David takes great pride in advising his clients on a variety of matters related to their financial life. He seeks to make even the most challenging financial concepts simple, relatable and? dare we say it? fun! In fact, David has even set himself the ambitious goal of being able to explain any financial topic in three sentences or less.
David began his financial planning career in 2004 with Ameriprise Financial Advisors. In 2010, he left Ameriprise and founded The WealthPlan, LLC, an independent wealth management firm with a plan-first philosophy. David continued to expand The WealthPlan until merging his practice into BluePrint in late 2016.
David has always placed an emphasis on education. In 2003, David graduated with a Bachelor of Science degree from Washington University in St. Louis with a double major in finance and accounting. Shortly after entering the financial profession, David became a Chartered Financial Consultant and a Chartered Life Underwriter, and in 2016, he became a CERTIFIED FINANCIAL PLANNER?.
Outside of work, David has many varied interests, including dancing, music, and martial arts, having recently taken up Muay Thai. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy. He also enjoys traveling and experiencing new places and cultures. To date, David has visited nearly 20 different countries and hopes to further expand that list in the near future.
Financial Advice & Consulting
We create written financial plans to help clients address their asset management, tax, estate, retirement, college, and insurance needs.
Financial Planning for Businesses
We work with business owners to help them address a variety of concerns including succession planning, business continuity, retirement plans, and employee benefits.
We help you navigate today?s financial markets and cut through the noise by aggregating highly rated institutional quality research from a diverse array of sources and disciplines, including Fundamental, Technical, and Quantitative research approaches. By continuously analyzing, integrating and reevaluating this research, we aim to effectively construct multi-strategy portfolio solutions that are unbiased, evidence based, tax sensitive and cost conscious. Our Wealth Managers employ many of the industry?s leading technologies to design, model and analyze custom portfolio recommendations that can help you minimize taxes and match your risk tolerance, liquidity and investment allocation needs Plus, you?ll always know what to expect from your portfolio thanks to your personalized Investment Blueprint, or Investment Policy Statement (IPS). Your Investment BluePrint will outline how your portfolio will be managed, what type of long-term return you can hope to see and how we would expect your portfolio to react in both good times and bad.
CPA/PFS, CFP®, CWS®, MSA
|Nassau & Suffolk Counties|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 7:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 4:00 PM|