Meet Blend Wealth

Who We Aren’t

Imagine walking into a stereotypical meeting with a “financial advisor”.

The conference room looks like traditional stuffy board room.

You are nervous to talk about your finances with someone you only talk with once a year – and he does most of the talking.

The “financial advisor” makes you feel inferior by constantly talking over your head, using complex technical investment jargon. Every time you ask clarifying questions, you are made to feel like your own finances are too sophisticated for you to understand. Finally, they end the meeting with a high-pressure sale of commissioned mutual funds, insurance or annuities.

‍CRINGE.

Sadly, this is what many people experience or think of when they hear “financial advisor.”

Let us be the first to tell you – there is a better way!

Who We Are

Blend Wealth is an independent, fee-only wealth management and accounting firm designed to simplify and optimize your entire financial life. We focus on helping high-earning families, business owners, and those nearing or in retirement.

Too often business owners and families struggle to properly navigate their financial complexities, which leaves most overwhelmed and under-prepared. In fact, most people don’t have a plan to build, protect and transfer wealth. And most business owners struggle to find a proactive, single point of contact for accounting, payroll and tax services that allows them to make business decisions with confidence.

Blend Wealth is a one-stop-shop that’s here to change that. While the financial services industry can be confusing and filled with firms that are interested in product sales or focused primarily on investments, we take a comprehensive approach to our process and serve as your personal CFO and business CFO.

We crunch the numbers, educate you and make recommendations for you to consider. No jargon. No pressure. Just a straightforward, client-focused approach that prioritizes communication and helps you make decisions with confidence and get you from where you are to where you want to be.

We have 3 different service offerings for families and business owners that can be pursued individually or in combination.

Our Services

1.   Personal Wealth Management

Blend Wealth provides financial planning and investment management through full-service wealth management. Typically, full-service, family-office firms are for billionaires, but with the use of technology and partnerships, Blend Wealth can provide full-service wealth management services to any family.

This service is best for families and individuals who are either feeling overwhelmed with their personal finances or want to be proactive and create a clear roadmap to making their dreams a reality. These dreams may include saving for retirement, purchasing a dream home, leaving a legacy to their family, etc.

Financial planning is a consistently changing roadmap that captures your ENTIRE financial life and guides you to:

·        Make decisions with confidence

·        Life a life of purpose

·        Reach your goals

Our full-service wealth management services include:

·        Family goal setting

·        Investments

·        Tax planning and preparation

·        Budgeting and cash-flow analysis

·        Insurance planning

·        Estate planning

·        Education planning

·        Retirement

·        Planned giving

2.   Accounting

We also provides a full suite of accounting services to business owners.

We go above and beyond to provide a holistic approach to your accounting needs which includes organized books, efficient payroll and paying the legal minimum tax bill without leaving the IRS a tip! Our accounting services include:

·        Bookkeeping

·        Payroll

·        Tax Preparation

·        Monthly Financial Reporting

·        Quarterly Estimated Payments

And you’ll never have to worry about not getting ahold of your accountant. We are responsive and prioritize quick communication.

3.   Business Retirement Plans

Blend Wealth offers 401(k) plan services for businesses.

Do you find yourself with a desire to start a retirement plan for your firm? Or maybe you already have a retirement plan in place, but you want to know if your current plan is optimized in terms of features, cost, investment fund options, technology, and employee education.

We can help you set up a new plan or revise your current employee retirement plan. Our business retirement plan services include:

·        Retirement Plan Design

·        Employee Education

·        Administration

·        Compliance

·        Record Keeping

·        Annual Plan Review

If you would like to learn more about us, schedule a complimentary introductory call with us here.

We would love to hear your story and provide you with clarity on your biggest financial challenges.

Happy Planning!

Tim & Alexis