BluePointe Capital Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

BluePointe Capital Management is an SEC-registered independent advisory firm located in Menlo Park, CA. 

We function as the personal wealth manager for each of our clients and serve as their primary resource for financial decision-making. 

We specialize in helping successful entrepreneurs expand their success into the realm of investments by developing investment strategies suited to each client's respective goals and needs. Our team of experts concentrates on the financial challenges facing top executives and explores solutions for issues such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions.  

We limit our practice to a small number of relationships with the ultimate goal of maintaining a high level of personalized professional service. 

The information on our social media channels does not constitute a solicitation of investment advisory services. Any views expressed by BluePointe are for information purposes only and should not be considered investment advice.  

BluePointe comments, opinions and analysis are rendered as of the date given and may change without notice. No material posted by BluePointe is intended as a complete analysis of every material fact regarding any market, industry, investment or strategy.

BluePointe does not endorse any comments that are posted and BluePointe's deletion of any comment should not be understood to be an approval of those comments and content that are not deleted. Opinions posted on our page do not necessarily represent the views of BluePointe. Third-party posts should not be considered endorsements of, or a positive reflection of, BluePointe investment advisory services.

For disclosures click here: https://www.bluepointecapital.com/disclosures

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