About Us

Empowering Through Education

OUR AWESOME JOURNEY

It all began on a journey through the Western States in the late 1970s. George Salter was five years old. The eldest son of a pioneering health food entrepreneur, he helped his father deliver mills and whole grains. Younger brother, James Salter, was newly born. Growing up in Escondido, California, the brothers enjoyed their childhood. They were always outdoors: exploring nature, backpacking, and eventually becoming Eagle Scouts.

 

In the fall of 1995, with the backing of a soccer scholarship, George left his hometown to study at Dominican College. It wasn’t long before James – a basketball player – followed in his brother’s footsteps. Reunited at Dominican, the brothers earned their bachelor’s degrees. They then completed Dominican’s MBA program, which emphasized sustainable development. As part of their education, and with the encouragement and support of new friends, George and James traveled the world. Between them, the brothers learned from the sustainability practices of dozens of cultures spread over six continents and 70 countries.

The brothers soon found their place in finance. Fresh out of law school, George started at the world’s largest financial planning firm in 2002. James worked as a family wealth manager in Berkeley. In 2007, George and James teamed up at a prestigious brokerage firm. It was a time of considerable change for the financial industry. Out of the carnage, the brothers saw an opportunity to combine their focus on finance with their passion for sustainability.

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. This vehicle would augment Dominican’s curriculum by training students to analyze local companies, identify good investments, and share their suggestions with green entrepreneurs. It would, in turn, benefit the community by creating an outlet for start-up capital.

For George and James, Blossom symbolizes the realization of a lifelong passion. The brothers’ childhood adventures, schooling, travels, and industry experience have coalesced in the demonstration of the benefits of sustainable investing. They have seen it practiced from the beaches of Uruguay to the goldfields of Africa. Now, with the creation of Blossom Wealth Management, George and James bring their expertise to others who are eager to do well by doing good.

 

EXECUTE WITH PASSION

Each and every day our team represents the spirit of our company: driven, committed, and acutely aware of how limitless your potential is to grow.

  • George Salter, JD, MBA, CFP® – CEO, Founder

    Call : 925.946.9999/ Email : [email protected]/ Download : Business Card

    George’s education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.

    These graduate studies laid the foundation for the global investment program that George runs today. Whether working for a gold mine in Ghana, traveling extensively through Spain and Brazil, or learning about winegrowing in the Rhinegau region of Germany, George was constantly aware of the interconnected global economy. These experiences, combined with advanced research on behavioral finance during law school, have given George a truly unique perspective on financial planning and wealth migration.

    George has been a financial advisor since February 2002. Over the years, he has assisted his clients – and his colleagues’ clients – in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER™, CFP®.

    Today, George helps business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles during portfolio creation. He believes that the companies best able to compete in the 21st century will be conscious about how they impact society and the environment in addition to being profitable financially.

    Outside the office, George is active with several non-profits and community organizations. George is an adjunct faculty member at Dominican, teaching a personal finance course. He sits on two Business Advisory Boards: the first at his alma mater and the second at Benedictine College in Atchison, Kansas. In his free time, George is a soccer enthusiast, inspired chef, and house project extraordinaire. He and his wife, Nicole, recently celebrated their ninth wedding anniversary. They live in Alamo, CA with their two sons, Heathcliff and Julian.


  • James E. Salter, MBA - COO, Founder

    Call : 925.833.9999/ Email : [email protected]/ Download : Business Card

    James joined the team in 2007. Prior to becoming a financial advisor, he spent seven years developing web based businesses and working as a family wealth manager in Berkeley. He provides investment planning and asset management strategies for institutions, trusts, endowments, corporate executives and high-net-worth families.

    James graduated Summa Cum Laude from Dominican University of California with a Bachelor of Arts in Business Administration and a Concentration in International Business. He also earned his MBA in Global Strategic Management with a focus on sustainable development. While attending Dominican, James played on the Men’s basketball team in the California Pacific Conference. In 2009, he was asked to return to Dominican as an adjunct instructor in the business department. He currently teaches a course titled, “General Principles in Personal Finance.” In addition, James serves on the Alumni Board, where he focuses on career development by arranging internships.

    Originally from San Diego, James has lived in the Bay Area for the past 12 years. He enjoys meeting entrepreneurs and clean tech professionals to learn more about their businesses. On the weekend, he can be found playing his guitar, snowboarding, cycling, trail running, scuba diving, golfing, and planning adventure photography. Like his two older brothers, James is an Eagle Scout who astounds his wife; by tirelessly working on projects at their San Ramon home. James and his wife Allison recently introduced their first child, Isabella, to the family.

    James is a passionate traveler. He has visited Argentina, Australia, Austria, The Bahamas, Barbados, Bolivia, Brazil, the British Virginia Islands, Canada, Chile, China, Costa Rica, Croatia, Cuba, Curacao, The Czech Republic, Denmark, Dominica, Egypt, Estonia, Fiji, Finland, France, Germany, Greece, Guatemala, Hong Kong, Hungary, India, Italy, Jamaica, Kenya, Liechtenstein, Malaysia, Malta, Mexico, The Netherlands, New Zealand, Nicaragua, Norway, Panama, Paraguay, Peru, Poland, Portugal, Russia, Singapore, Slovakia, Spain, Sweden, Switzerland, Tanzania, Thailand, Turkey, Uruguay, the United Kingdom, the U.S. Virgin Islands, and Vatican City.

CREATE REMARKABLE EXPERIENCES

We go to great lengths to identify self-starters with diverse experience and skill sets to produce not just an effective workforce, but a well-rounded, talented and complementary team.

  • 2009
    Blossom Wealth Management was founded
  • 2 / 29+2
    team members internal and 29+ external
  • 160+
    Patron Families

OUR CULTURE

The key to creating remarkable experiences is our drive to deliver results. Once we commit to a task, our team plans and executes with passion. Providing fantastic service and support is not something we take lightly, it’s what compels us to get up in the morning and make a difference. Blossom customers are focused on growing their businesses and providing value to their own customers. We strive to provide them with the best tools to efficiently make informed decisions and enhance their quality of life.

THANKS TO OUR PARTNERS

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ADVISORY COUNCIL

Blossom Wealth Management created the Advisory Council to provide a resource for our clients should they need respected professionals in diverse fields. With the exception of Koch Capital Management, Council members are not involved in our asset management business nor do they provide investment advice.

    INSIGHTS FROM OUR TEAM

    More than a financial provider, we identify and understand your life goals and then create a dynamic wealth management solution to help you achieve them.

    INSIGHTS FROM OUR TEAM

    We facilitate introductions to thought leaders and successful peers in our community.

    INSIGHTS FROM OUR TEAM

    We provide your team with additional resources to efficiently realize your legacy.

we listen to what you have to say.
request a free conversation with us.

We carefully monitor your strategic plan to ensure continuous alignment with your goals. In addition, we provide consolidated performance reporting on a periodic basis. We encourage you to communicate any significant change in your situation so that we may make the appropriate adjustments.

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