At Blossom Wealth Management, LLC, our clients come to us for a variety of reasons. Most want the expertise of our investment management. Many want us to integrate their tax, philanthropic and estate plans. Some want us to bring simplicity to complexities. All of them want to sleep well at night.
Your investment goals are important to us. We understand that risk tolerance and time frame vary from one person to the next. We learn about each client so that we may design customized portfolios. We educate our clients on the investment landscape and demonstrate how diversified holdings blend together to form a cohesive portfolio.
George and James went back to their roots and found their calling. They returned to their alma mater – which had grown into Dominican University of California – to volunteer in the GreenMBA program. The brothers supported the group initiative of creating a private equity fund focused on green companies.
Our investment process begins with a personal interview. We learn about you - your present financial situation, goals, timeframes and risk tolerance. We look beyond your net worth to explore what matters most in your life - family, business, hobbies, travel and philanthropy.
Our hope is to create a creative environment for people to forge new friendships. We believe that an individual's success depends upon open communication between academics, entrepreneurs, government officials, financiers and other specialists. We plan to propel the story along in an efficient manner by pre-planning private meetings and group introductions within the exclusive Flight 2 Freedom community.
Stay connected with daily ideas that inspire.Newsletter
Download our free eBook and learn how to apply our wealth wisdom concepts in your own life.eBook
Our video library is robust and packed with valuable information.videos
Have a question? Check out our FAQ section for succinct answers to what you’re looking for.faq
Download the eBook and subscribe to our FREE Newsletter with key insights plus a worksheet to help you assess the strengths and weaknesses of your investments.
The formerly unimportant job openings report has taken on a new significance since U.S. Federal Reserve Board Chair Janet YellenJanuary 06, 2015
Bond investors have been worried about a rise in interest rates for years now, pretty much ever since the Fed loweredJanuary 14, 2015
But before you do anything, consider the following for some perspective. Let's go back in time to May 2013, whenJanuary 20, 2015
One of the first things we learn from our parents when we are young is that it’s importantMarch 13, 2015
Many small businesses that desire to start a 401(k) plan generally face a major hurdle – startup costs. In orderMarch 27, 2015
Through our team-based approach, we draw on the knowledge of leaders from four integrated disciplines to address the financial, social, and personal dimensions of wealth. We'll work with you to craft and implement an integrated plan that clarifies your vision for the future—shaping a legacy to stand the test of time.
Blossom Wealth Management provides comprehensive financial advice to successful entrepreneurs. As a business owner ourselves, our founder George & James Salter, are able to offer informed guidance on your complicated financial needs. We provide assistance with essential financial planning and general business concerns, as well as guidance on more complex, entrepreneur-specific issues, such as raising capital, cash flow modeling, acquisitions and divestitures, and restructuring. Finally, we seek ways to maximize your wealth through alternative crowd funding strategies, such as private placements, venture capital and hedge funds.
Building a successful business is hard. So is leveraging that success in the investment world and securing your financial future. The right partner makes it easier. Strategic Wealth Partners specializes in the wealth management needs of entrepreneurs and business owners. Whatever stage of business you're in—from launching a new startup to planning your exit—we can help you develop a strategy to maximize your assets.
Our team is dedicated to providing high-level customized financial services for clients in the sports, music, live entertainment and film sectors across the nation. Our unique, relationship-based approach allows us to understand the financial issues you face. We offer a single point of accountability on focused wealth management. We also serve as a key strategic partner to the corporations and associations these individuals operate under or participate with in the sports and entertainment sector.