Blueprint Wealth Management

Blueprint Wealth Management is a wealth management firm in Essex, MD. The firm provides a full spectrum of financial products and services, specializing in retirement income strategies, wealth management, and Medicare assistance for affluent clients. The team is dedicated to helping individuals manage their assets and navigate the complexities of retirement planning to pursue their long-term goals.

The firm operates as an independent company, allowing them to consider a wide array of products and services to develop custom financial strategies. Their approach is centered on a four-stage process: identifying a client's vision, recognizing gaps between current circumstances and goals, building connections through strategic options, and adjusting plans as clients transition into retirement. The team is led by President and CEO Jordan Wilson, CFP®, who utilizes his background in engineering to apply precise numbers and thoughtful strategies to financial planning. Evolving from the foundation of Stephen M. Molesky & Associates, the firm focuses on using compassion and technical skill to help clients address their biggest financial concerns.

Blueprint Wealth Management is located on Dorsey Hall Dr.

The firm is recognized for providing well-documented business information and maintaining a professional presence that allows clients to easily access the details they need. Their commitment to clarity and accessibility serves as a foundation for the personalized guidance they provide to the community.

With a focus on precision and personalized strategy, Blueprint Wealth Management serves as a dedicated financial guide for those navigating their retirement journey in Essex.