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Digital Investment Platform

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DISCLOSURE: IMPORTANT NOTICE
You are now leaving the Blossom Wealth Management LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Blossom Wealth Management LLC or any advisor(s) whose name(s) appear(s) on this website. Blossom Wealth Management LLC is independently owned and operated. Schwab neither endorses nor recommends Blossom Wealth Management LLC , unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Blossom Wealth Management LLC under which Schwab provides Blossom Wealth Management LLC with services related to your account. Schwab does not review the Blossom Wealth Management LLC website, and makes no representation regarding information contained in the Blossom Wealth Management LLC website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

    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.
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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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