BluePointe Capital Management

BluePointe Capital Management provides wealth management and financial planning, and its material speaks directly to business owners. Although filed as a venture capital firm, its own description centres on managing client wealth over time.

Products and services

• Objective investment consulting: managing wealth over time, using careful due diligence to meet financial goals.
• Advanced planning: wealth transfer, wealth protection and charitable giving strategies.
• Single stock risk management: planning for clients who hold concentrated share positions.
• Expert network: a group of outside professionals brought in to help clients reach wider goals.

Who it works with

Entrepreneurs and investors, including owners preparing for a company sale or public offering. Its videos cover opportunity zone funds and what to do before a listing.

Key facts

• Services: investment consulting and advanced planning