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.
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.
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Blossom Wealth Management LLC ("Blossom") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and is notice filed where applicable. We may only conduct business or provide personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The content on this website should not be considered a solicitation to effect or attempt to effect transactions in securities; it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. The content on this website should not be considered personalized investment advice. Any communications with prospective clients residing in states or international jurisdictions where Blossom and its advisory representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Past performance is no guarantee of future returns. Diversification does not eliminate the risk of market loss. Investment risks include loss of principal and fluctuating value. There is no guarantee an investing strategy will be successful. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1845643/paladinregistry-Blossom-Wealth-Management,-LLC-detailed-disclosure.html
Blossom Wealth Management LLC ("Blossom") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and is notice filed where applicable. We may only conduct business or provide personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The content on this website should not be considered a solicitation to effect or attempt to effect transactions in securities; it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. The content on this website should not be considered personalized investment advice. Any communications with prospective clients residing in states or international jurisdictions where Blossom and its advisory representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Past performance is no guarantee of future returns. Diversification does not eliminate the risk of market loss. Investment risks include loss of principal and fluctuating value. There is no guarantee an investing strategy will be successful. Investors should talk to their financial advisor prior to making any investment decision. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit. Blossom does not provide legal or tax advice, and any information contained in this website should not be construed as legal or tax advice. You should consult with your own legal and tax advisors.