Securities offered through Kingswood Capital Partners, LLC, member FINRA/SIPC. Blueprint Wealth Solutions is not a broker/dealer. Our colleagues rely on their own varied experiences, attitudes and approaches to customer needs to ultimately provide a personalized approach to investing. Our team encompasses not only experienced professionals who have honed their skills over a periods of years, but a
highly-qualified support group. Headed by Rachel Smith, Senior Registered Client Service Associate, our support group is credited for making the service we provide a cut above the expected. Our over 40 years of combined experience and focus on client service is clearly evident to our clients. Our Team advises and serves a diversified clientele with total assets in excess of quarter of a billion. Our team’s typical clientele include high net worth individuals, wealthy families, and successful business owners throughout the United States. We strive to gain a thorough understanding of each client’s investment needs and tolerance for risk. We work closely with our clients to develop a mutual understanding of potential returns, risks and their investment time parameters before establishing specific financial objectives and guidelines. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
