Danville, CA 94526
George helps families grow, utilize, protect and transfer their assets through comprehensive
Whether their assets are inherited, steadily accrued or the result of a business windfall, George and his team at Blossom empower their clients to make informed decisions during the ensuing growth phase.
Later when it is time to deploy their capital during retirement or philanthropy, accessible and thorough team is there to align the family's financial outlaws with their goals. By taking the time to examine all of the available options, clients are confident that they being effective stewards and maximizing the utility of the family's wealth.
At the end stage when it is time to prepare for passing on the financial stewardship, the Blossom team takes the time to meld the family's financial priorities with their ethics; thereby ensuring that the wisdom of the patriarch and matriarch will live on for future generations. The most successful families understand that their portfolio decisions have a time scale far beyond the first generation.
The team at Blossom Wealth Management has over 70 years of experience guiding successful families through the wealth aggregation, use and transfer process. Our approachable team incorporates state of the art techniques to empower our clients to be fantastic stewards of capital for their families.
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Juris Doctor, LAW - LAW
MBA, Pacific Basin Studies - International Business
CFP, CERTIFIED FINANCIAL PLANNER - Finance
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