Blueprint Wealth Management
Blueprint Wealth Management is a privately held financial advisory practice in Charlotte, NC, led by Financial Consultant Norma Jean Rector, serving individual pre-retirees and retirees across North Carolina, South Carolina, and Virginia with retirement, estate, investment, insurance, tax, and Medicare planning services delivered via direct consultations.
- Company typePrivate
- Founded-
- HeadquartersCharlotte, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What Blueprint Wealth Management does
Blueprint Wealth Management is a privately held, owner-operated financial advisory practice headquartered at 6135 Park South Drive, Suite 510, Charlotte, North Carolina, with a secondary office in Virginia. The firm is led by Financial Consultant Norma Jean Rector and is registered to provide advisory services across North Carolina, South Carolina, and Virginia, distributing primarily through direct, relationship-based consultations (in-person appointments and phone).
The firm offers a comprehensive suite of personal financial services organized around six core practice areas: retirement planning (401(k)/IRA strategies, Social Security optimization, Roth conversions, retirement income), estate planning (wills, trusts, beneficiary designations, healthcare directives), investment advisory (portfolio construction, asset allocation, alternative investments, risk management), insurance planning (life, extended care, Medicare supplements, homeowners, liability), tax planning (bracket management, charitable giving, tax-advantaged savings), and Medicare planning (Parts A–D, supplements, enrollment timing). The technology stack is non-proprietary; the firm runs on FMG Suite's website platform, which hosts its resource center of articles, videos, financial calculators, and email newsletter capabilities.
The business model is fee-based financial advisory and consulting, supplemented by likely commission-based product sales (annuities, life insurance, investment products); no pricing schedule is publicly disclosed. Customer acquisition is sales-led via phone outreach, scheduled office appointments, and inbound consultation requests driven by the website content hub and FINRA BrokerCheck verification. No customer logos, headcount figures, revenue figures, funding history, or institutional ownership are disclosed in the source material, and no proprietary technology, AI capabilities, or scaling indicators are referenced.
Blueprint Wealth Management firmographics
Firmographics- Name
- Blueprint Wealth Management
- Legal name
- Blueprint Wealth Management
- Website
- https://blueprintwealthbuilder.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Blueprint Wealth Management is a privately held financial advisory practice in Charlotte, NC, led by Financial Consultant Norma Jean Rector, serving individual pre-retirees and retirees across North Carolina, South Carolina, and Virginia with retirement, estate, investment, insurance, tax, and Medicare planning services delivered via direct consultations.
- Ownership category
- akta.pro rank
Blueprint Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro industry
- Financial Planning & Goals-Based Advice (Mass Affluent)Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)Private Banking Advisory & Discretionary Portfolio Management
Keywords
Where Blueprint Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Blueprint Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: The firm generates revenue through financial advisory and consulting services, providing personalized guidance on retirement planning, investments, estate management, insurance, tax strategies, and wealth preservation. The business model appears to be fee-based advisory services or commission-based product sales of financial instruments such as annuities, life insurance, and investment products.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Blueprint Wealth Management product offering
Product offeringCore offering
Blueprint Wealth Management provides personalized financial advisory and consulting services to individuals and families, covering retirement planning, investment management, estate planning, insurance solutions, tax planning, and Medicare guidance. The firm delivers one-on-one consultations led by Financial Consultant Norma Jean Rector from offices in Charlotte, NC and Virginia, complemented by self-service educational resources such as articles, videos, and financial calculators on its website.
Product overview
Blueprint Wealth Management is a financial advisory firm offering personalized wealth management services through a unified financial consulting approach. The firm provides comprehensive services spanning retirement planning, estate planning, investment advisory, insurance services, tax planning, and Medicare planning, along with self-service tools including financial calculators and educational resources. The practice, led by Financial Consultant Norma Jean Rector, serves clients in Charlotte, NC with offices also in Virginia.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Services Comprehensive retirement planning services including 401(k) strategies, IRA planning, Social Security optimization, Roth conversion planning, and retirement income strategies for individuals approaching or in retirement.
- Estate Planning Services Estate management services for individuals and families, covering will preparation, trust strategies, beneficiary designation, healthcare directives, and inheritance management.
- Insurance Services Insurance planning covering life insurance, extended care insurance, Medicare supplements, homeowners insurance, and liability coverage assessment for individuals seeking to transfer financial risk.
- Investment Advisory Services Investment guidance for individuals covering portfolio construction, asset allocation, market analysis, alternative investments, and risk management strategies.
- Tax Planning Services Tax-efficient planning strategies for individuals including tax bracket management, charitable giving strategies, retirement account tax optimization, and tax-advantaged savings vehicles.
- Medicare Planning Services Medicare guidance for individuals including Part A, B, C, and D coverage options, Medicare supplement policies, and enrollment timing strategies.
Companies that use Blueprint Wealth Management
Customer profileSegments5 records
Ideal customer profiles4 records
Blueprint Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Blueprint Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Wallach & Company, Inc.minorReferral partnership for travel insurance services. Blueprint Wealth Management links to Wallach & Company's travel insurance applications (Healthcare Global, Healthcare International, HC Abroad) as part of their comprehensive financial services offering, allowing clients to access travel medical insurance coverage through an established insurance provider.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Blueprint Wealth Management competitors and assessment
Company assessmentDirect peers
- Edward Jones: Large US financial advisory firm with a branch-based, relationship-driven model serving mass-affluent and pre-retiree clients. Direct analog to Blueprint's independent, personalized approach, with similar product mix (retirement, estate, insurance, investments).
- Cetera Financial Group: Independent broker-dealer and wealth management platform supporting independent financial advisors. Comparable independent advisor model with similar product breadth (retirement, insurance, investments, tax).
- LPL Financial Holdings: Largest independent broker-dealer in the US, providing infrastructure for independent advisors offering retirement, investment, and insurance solutions. Peer to the model — not a direct competitor to clients, but Blueprint's advisor likely operates within a similar independent ecosystem.
- Northwestern Mutual: Insurance-led financial services firm combining life insurance, retirement, investment, and estate planning. Direct peer given Blueprint's insurance-heavy product set and comprehensive planning approach.
- Ameriprise Financial: National financial advisory firm offering comprehensive retirement, estate, investment, and insurance planning for mass-affluent clients. Highly comparable business model with advisor-led delivery and commission/fee hybrid revenue.
- Raymond James Financial Services: Independent financial advisory network supporting financial advisors with retirement, investment, tax, and estate planning services. Comparable advisor-led, multi-product wealth management model.
Broad incumbents
- Charles Schwab (Retail Wealth): Large brokerage and wealth management firm serving retail and mass-affluent clients with investment, retirement, and advisory services. Broad incumbent with overlapping capabilities but much larger scale and digital-first delivery.
- Fidelity Investments (Personal Investing): Major US financial services firm offering retirement, investment advisory, and wealth management to retail and mass-affluent clients. Significant competitive overlap with Blueprint's retirement and investment advisory offerings.
- Wells Fargo Advisors: Bank-affiliated wealth management firm providing retirement, investment, and insurance advisory services. Broad incumbent with similar target client segment and comprehensive planning approach.
Emerging players
- Betterment: Leading robo-advisor and digital wealth platform serving mass-affluent and pre-retiree clients with low-cost automated retirement and investment planning. Represents the digital-native competitive threat to traditional advisory firms like Blueprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
Blueprint Wealth Management compliance and trust
Trust signalCompliance4 records
Blueprint Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Blueprint Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Blueprint Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Blueprint Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Blueprint Wealth Management
What does Blueprint Wealth Management do?
Blueprint Wealth Management provides personalized financial advisory and consulting services to individuals and families, covering retirement planning, investment management, estate planning, insurance solutions, tax planning, and Medicare guidance. The firm delivers one-on-one consultations led by Financial Consultant Norma Jean Rector from offices in Charlotte, NC and Virginia, complemented by self-service educational resources such as articles, videos, and financial calculators on its website.
Is Blueprint Wealth Management a public or private company?
Blueprint Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Blueprint Wealth Management founded?
Blueprint Wealth Management was founded in -1.
Where is Blueprint Wealth Management based?
Blueprint Wealth Management is headquartered in Charlotte, United States, in the North America region.
How does Blueprint Wealth Management make money?
One revenue line is on record: financial Advisory Services.
Who are Blueprint Wealth Management's main competitors?
Direct peers on record are Edward Jones, Cetera Financial Group, LPL Financial Holdings, Northwestern Mutual, Ameriprise Financial and Raymond James Financial Services. Broad incumbents are Charles Schwab (Retail Wealth), Fidelity Investments (Personal Investing) and Wells Fargo Advisors. Betterment is listed as an emerging player.
Does Blueprint Wealth Management have an API?
No public API is recorded for Blueprint Wealth Management.
What industry is Blueprint Wealth Management in?
Blueprint Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.