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:||2016|
|Name of Custodial Firm:||Charles Schwab & TD Ameritrade|
|States Licensed in:||Florida NH NJ NY Texas|
|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 , Investment Clubs , Businesses , Individual Investors|
|Foreign Languages Serviced:||N/A|
|Investment Types:||Mutual Funds , FOREX & Currency , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Annuity , Life , Variable Annuity , Long Term Care , Variable Life|
|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:||100|
|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 and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||No minimum|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee , Hourly|
|Fee % Based on Assets:||Varies|
|Flat Fee Rate:||N/A|
|Additional Details on Charges:||We have a tiered fee schedule starting at 1.25% and under.|
|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, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where BluePrint Wealth Alliance, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by BluePrint Wealth Alliance, LLC unless a client service agreement is in place.
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!
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 planning-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, 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. 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. Never one to shy away from a challenge, David has even tried his hand at stand-up comedy.
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 todays 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 industrys 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, youll 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.
|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|