AN EVIDENCE-BASED APPROACH
Our wealth management philosophy is aligned with Nobel Prize winning research. Our goal is to help you manage your personal wealth with the same standards of excellence you apply to your career.
About Our Founder, Bob Lee
I have owned and operated BluePrint Investing, a boutique wealth management practice, since 2009. I work with successful business leaders and entrepreneurs to build and strengthen their financial independence. Drawing upon my earlier career in private equity and management consulting, I help my clients manage their personal wealth with the same standards of excellence they apply to their careers. By running a private practice, I am able to work directly with a more focused client group, build long-term relationships based on trust, and pursue an evidence-based investment approach rooted in academic science. Having achieved peace of mind knowing a long-term financial strategy is in place, clients can focus their precious time on their professional aspirations and attain more balance in their personal lives.