Welcome to Blossom Wealth Management
Enabling Clients To Make Enlightened Investment Decisions
At Blossom Wealth Management, LLC, our clients come to us for a variety of reasons. We believe that 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
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.
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.
Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.