Blossom Wealth Management, LLC

Blossom Wealth Management, LLC (CRD# 150402) is a financial advisory firm headquartered in Alamo, CA. They manage $61,200,000 in 656 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $93,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Blossom Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
George A. Salter II
CRD#: 4512665
Alamo, CA 94507
108
Wealthminder
score

George’s education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.

 

These graduate studies laid the foundation for the global investment program that George runs today. Whether working for a gold mine in Ghana, traveling extensively through Spain and Brazil, or learning about winegrowing in the Rhinegau region of Germany, George was constantly aware of the interconnected global economy. These experiences, combined with advanced research on behavioral finance during law school, have given George a truly unique perspective on financial planning and wealth migration.

 

George has been a financial advisor since February 2002. Over the years, he has assisted his clients – and his colleagues’ clients – in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER™, CFP®.

 

Today, George helps business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles during portfolio creation. He believes that the companies best able to compete in the 21st century will be conscious about how they impact society and the environment in addition to being profitable financially.

 

Outside the office, George is active with several non-profits and community organizations. George is an adjunct faculty member at Dominican, teaching a personal finance course. He sits on two Business Advisory Boards: the first at his alma mater and the second at Benedictine College in Atchison, Kansas. In his free time, George is a soccer enthusiast, inspired chef, and house project extraordinaire. He and his wife, Nicole, recently celebrated their ninth wedding anniversary. They live in Alamo, CA with their two sons, Heathcliff and Julian.

2
James E. Salter
CRD#: 5143649
San Ramon, CA
100
Wealthminder
score

James Salter (CRD# 5143649) is an Investment Advisor Representative working at Blossom Wealth Management, LLC in San Ramon, CA and has over 11 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.