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Blend Wealth

Blending money & marriage for families

Contact Us

Blend Wealth

Blending money & marriage for families

Serving Clients Nationwide

Locations

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

About Us

We live at the intersection of money and marriage. At Blend Wealth, we provide fee-only wealth planning for families; especially blended families.

You deserve to feel confident in your future so that you can spend more time with your family doing things that fulfill you. We approach financial planning a little bit different than other financial advisors because we focus on your wealth, not just your investments.

True wealth is comprised of meaningful relationships in combination with financial freedom.

In other words, the financial means to do what you want in life, and great people around you to share your life with – is how we define wealth!

We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider.

No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

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Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Single Women
  • Widow
  • Young Families