Blossom Wealth Management

Blossom Wealth Management is a privately held company based in Alamo, California. Employing three individuals, they generate an annual revenue of $2.5 million. Blossom Wealth Management provides a wide range of financial services tailored to meet the needs of both individuals and businesses. These services encompass comprehensive wealth planning, family wealth advisory, investment management, personal and business risk management advisory, philanthropic services, trust advisory, lending services, socially responsible/environmentally conscious investment management, and special projects. What sets Blossom Wealth Management apart is their holistic approach to wealth management. They go beyond traditional financial planning by integrating elements of personal and business risk management, philanthropic advice, and socially responsible investment strategies. This comprehensive approach allows them to develop customized solutions that address the unique needs and goals of each client. For more information about Blossom Wealth Management and their services, please visit their website at blossomwm.com.