Steadiness

It comes from experience

Blueprint Wealth Consultants are dedicated to providing clients with the finest individually tailored approach to investing. Our Team assists a select group of affluent clients with investment planning, estate and wealth planning strategies. Drawing on our experience and UBS's global resources, we develop personalized, strategic solutions to address the complex needs of individuals with substantial wealth. Together with specialists in different areas of expertise, we offer clients a broad range of services including portfolio management, retirement planning, and a full complement of wealth preservation and transfer services. BluePrint's key to success is our six step process utilizing the Financial Goal Analysis.

 

  • Phase I- being the Financial Goal Analysis itself, gathering all outside information directly related to our clients, including account statements, liabilities, monthly expenditures, tax returns, estate related documents and all other pertinent documents.
  • Phase II- is our Discovery Phase, once we receive all of the documents, we will have an in depth conversation to identify our clients needs, wants and wishes.
  • Phase III- is the Plan Presentation, we will discuss the first draft of the personalized plan and formulate our strategy to assist in meeting our clients goals.
  • Phase IV- is our Plan Implementation, at this stage, we will allocate the portfolio as needed and have additional conversations based around banking, lending, insurance, or estate planning needs and coordinate conversations with specialists in these areas.
  • Phase V- is the Portfolio Review, we will review the plan and portfolio at least quarterly with each of our clients and make any adjustments based on market, economic or life related changes.
  • Phase VI- the Financial Plan Review, we will update the financial plan at least once a year or as needed to accommodate each of our clients needs.

Debra Bushman

Senior Vice President–Wealth Management

Financial Advisor

Debra started in the financial industry in 1971 with Bache & Co. In 1984, Debra became one of the first female branch managers in New York State. She pioneered the first financial planning office of the newly formed Prudential Bache Securities in Massapequa, NY. For the next 20 years this office was the premier financial planning center on the south shore of Long Island. Debra joined UBS in October 2010, bringing 40 years of experience in communication and relationship building. She delivers a personalized approach for each client through comprehensive and holistic wealth management. Debra resides in Massapequa, NY with her husband, Edward. Debra and Edward have been married for 40+ years. Her daughter, Samantha, resides in Pittsburgh, PA and is a graduate of Carnegie Mellon University.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
1055 Franklin Avenue
Suite 300
Garden City, NY 11530

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Christopher Pesce

Senior Vice President–Wealth Management

Financial Advisor

Christopher, who has more than 22 years of industry experience and who is an accredited portfolio manager, is a graduate of Fordham University with a degree in finance. Christopher’s background in insurance, coupled with his knowledge of technical analysis and economics, allow the team to better manage risk. By researching financial, political and world events, he translates the information into defensive and offensive strategies for our clients to put them on a more prudent track toward realizing their long-term goals. Chris' belief is to discuss your life goals and wishes in order to create your personalized financial BluePrint. Chris resides in Kinnelon, NJ with his wife and two children, Justin and Matthew.

CA License #0C99348

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IN
  • LA
  • MA
  • MD
  • ME
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
709 Westchester Avenue
Suite 400
White Plains, NY 10604

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Jonathan Pugach

Client Associate

Jonathan is the new addition to the BluePrint Wealth Consultants team. As his role of a Client Service Associate, he bring in 2+ years of experience in the financial services industry and is licensed with his Series 7 & 66. He is focused on establishing closer relationships with our clients to help them manage their day to day service needs. He is responsible for ensuring the highest level of proactive service to all of our clients. Born and raised in Locust Valley, NY, Jonathan began his financial career at Merrill Lynch as a Client Associate before moving to UBS. In his free time, he enjoys watching soccer, playing golf and spending time with his Fiance, Uma.

Registered States:
  • CT
  • FL
  • NJ
  • NY
  • PA
1055 Franklin Avenue
Garden City, NY 11530

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