Blueprint Partners

The firm operates from Traverse City and serves families across Northern Michigan. This region has a distinct economic profile shaped by agriculture, tourism, and seasonal real estate markets, which informs the concentrated, multigenerational nature of many client portfolios. The practice is built around local, relationship-driven advisory work rather than a national outreach model.

As a wealth management practice likely registered as an RIA, Blueprint Partners provides financial planning, asset management, and advisory services to individual and family clients. This typically includes retirement and estate planning, tax-efficient portfolio construction, and ongoing guidance for concentrated positions. The absence of publicly disclosed institutional vehicles suggests the firm focuses on direct client relationships rather than pooled fund structures.

No. The firm does not publicly report AUM, and no regulatory filing or press coverage provides a verifiable figure. Given its profile as a regional wealth manager without a national footprint, the practice likely operates below the disclosure thresholds that would capture wider attention.

The firm does not publicly name a chief investment officer, managing principal, or investment committee. In practices of this size and regional focus, investment decisions typically rest with one or two senior advisors who maintain relationships with client families. Without disclosure, the specific decision-making structure remains opaque.

There is no public evidence of a bank or institutional parent. Blueprint Partners appears to operate as an independent practice in Traverse City. Its service model — financial planning and asset management for local families — does not suggest a white-label or corporate RIA platform arrangement based on available information.