Who We Work With

High Networth Individuals

Through our team-based approach, we draw on the knowledge of leaders from four integrated disciplines to address the financial, social, and personal dimensions of wealth. We'll work with you to craft and implement an integrated plan that clarifies your vision for the future—one that seeks to shape a legacy to stand the test of time.

Agencies & Entrepreneurs

Blossom Wealth Management provides comprehensive financial advice to entrepreneurs. As a business owner ourselves, our founders George & James Salter, are able to offer informed guidance on your complicated financial needs. We provide assistance with essential financial planning and general business concerns, as well as guidance on more complex, entrepreneur-specific issues, such as raising capital, cash flow modeling, acquisitions and divestitures, and restructuring. 

Brands & Businesses

Building a successful business is hard. So is leveraging that success in the investment world and securing your financial future. It is our view that the right partner can make it easier. Blossom Wealth Management specializes in the wealth management needs of entrepreneurs and business owners. Whatever stage of business you're in—from launching a new startup to planning your exit—we can help you develop a strategy in an effort to maximize your assets.

Successful Individuals

Our team is dedicated to providing high-level customized financial services for clients in the sports, music, live entertainment and film sectors across the nation. We believe our unique, relationship-based approach allows us to understand the financial issues you face. We offer a single point of accountability on focused wealth management. We also serve as a key strategic partner to the corporations and associations these individuals operate under or participate with in the sports and entertainment sector.

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