Referral Philosophy

We truly enjoy working with our clients. We are most appreciative of referrals to like minded family members, friends, co-workers or for neighbors, or other connections. We promise to give the same level of attention and personal service to every referral. At Blossom, we are particularly adept at guiding people through the following life-changing events:

Selling a company

Diversifying a concentrated position

Planning for retirement

Looking to reduce taxes

Receiving a gift or inheritance

Administering a trust or estate


Getting married

Starting a family

Dealing with divorce

Saving for a child’s education

Changing jobs

Running a small business