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.
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.
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.
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.
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.
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.
We facilitate introductions to thought leaders and successful peers in our community.
We provide your team with additional resources to efficiently realize your legacy.
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.