GET ADVICE BASED ON WHAT’S BEST FOR YOU

Some advisors are specialists in certain investment strategies. Others can assist you with comprehensive services, such as estate planning or borrowing. No matter how complex your individual needs may be, we can provide advice that’s right for you.

KNOWING WHAT YOU’RE PAYING FOR

BWM charges a fee-based on a percentage of total assets managed. This structure has many advantages and it’s simple and easy to understand, helping to avoid surprises. It also gives our team an incentive to grow your assets—when you succeed, we succeed.

INVESTING IN YOUR GOALS

At Blossom Wealth Management we pride ourselves on strong personal interaction with our clients and dedication to their needs. We believe that independence is key to offering investment advice based on what’s best for our clients.

RETIRING FORWARD INTO A NEW LIFE

Given the rich diversity of specialization throughout the industry, no matter how complex your individual needs, Blossom Wealth Management can provide advice that’s right for you.

ENABLING CLIENTS TO MAKE ENLIGHTENED INVESTMENT DECISIONS

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.

INVESTMENT PHILOSOPHY APPROACH

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.

OUR AMAZING JOURNEY

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 PLANNING PROCESS

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.

COMMUNITY CAMARADERIE

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.

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BLOSSOM WISDOM RESOURCES

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DOWNLOAD OUR FREE eBOOK

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.

    BLOSSOM BLOG

    One of Yellen’s Favorite Metrics ‘Jolts’ Ahead

    The formerly unimportant job openings report has taken on a new significance since U.S. Federal Reserve Board Chair Janet Yellen

    January 06, 2015

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    Could Rising Interest Rates Hurt Your 529? (Part 1)

    Bond investors have been worried about a rise in interest rates for years now, pretty much ever since the Fed lowered

    January 14, 2015

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    BLOSSOM BLOG

    Could Rising Interest Rates Hurt Your 529? (Part 2)

    But before you do anything, consider the following for some perspective. Let's go back in time to May 2013, when

    January 20, 2015

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    Retirement Plans For the Self Employed: A Quick Guide

    One of the first things we learn from our parents when we are young is that it’s important

    March 13, 2015

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    BLOSSOM BLOG

    Credit For Small Employer Pension Plans

    Many small businesses that desire to start a 401(k) plan generally face a major hurdle – startup costs. In order

    March 27, 2015

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WHO WE WORK WITH

  • High Networth Individuals
  • Agencies & Entrepreneurs
  • Brands & Businesses
  • Sports & Celebrity Stars

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.

THANKS TO OUR PARTNERS

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