BLUE POINT STRATEGIC WEALTH MANAGEMENT, LLC

Overview

Blue Point Strategic Wealth Management, LLC is a small, individual-owned advisory firm focused on financial planning and discretionary portfolio management for individuals, families, small businesses and select institutional clients. The firm runs a fee schedule that includes percentage of assets under management, hourly billing and fixed fees, and maintains relationships with a broker‑dealer and insurance companies to expand product access and distribution. Investment activity centers on pooled public vehicles as the core portfolio sleeve, supplemented by allocations to third‑party alternative managers. Manager selection emphasizes access to hedge funds and real estate strategies alongside traditional mutual funds, while annuity products are used where appropriate for client income and insurance needs. Blue Point is not an active ESG investor and operates as a single‑state adviser, suggesting a regional client focus and a compact, relationship‑driven practice model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices