Blossom Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals (including high-net-worth families), multi-generation households, and employer plan sponsors. The firm also offers family office services and non-discretionary retirement plan consulting, and publishes a subscription research product for other advisors.
Investment approach combines ETF-based, asset-allocation models with concentrated equity strategies and low-turnover dividend and quality-growth themes; options are used only occasionally and trading is managed discretionarily with periodic rebalancing and account reviews. The firm says it incorporates sustainability or “triple bottom line” considerations into portfolio construction and tailors strategies across several named allocations to match client risk profiles and objectives.
What distinguishes Blossom from many peers of similar advisor count is its family-office-style service set — including packaged SFO/MFO/VFO-like offerings and administrative/back-office support — alongside a research subscription business that serves outside advisers. The firm’s advisers also engage in insurance sales and the brochure discloses related conflicts of interest and its reliance on a recommended custodian and third‑party services, practices it documents in its policies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning ranging from $1,000 to $15,000; flat fees for Retirement Plan Consulting services ranging from $1,000 to $20,000; flat rate percentage fee for Family Office Services not to exceed 1.0% per annum.
up to 1.75% annually
Commissions received from sale of insurance products by affiliated persons.
$250 per hour for financial planning and consulting services; $250 per hour option for Family Office Services.
Main office
San Ramon CA
Advisors at this office
3
Most active in
California · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James S
Series 66
San Ramon, CA
Blossom Wealth Management, LLC
James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.
George S
CFP®, Series 66
San Ramon, CA
Blossom Wealth Management, LLC
George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.
Craig B
CFP®, CFA®
San Ramon, CA
Blossom Wealth Management, LLC
Craig Braemer is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Blossom Wealth Management, LLC since 2018, following a 20-year tenure at Highmark Capital Management, Inc., and prior experience at Union Bank of California, N.A. Braemer serves as a director in the local San Francisco chapter of the National Association of Investors Corporation, where he teaches financial literacy and investment concepts. Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals, multi-generation households, and employer plan sponsors. The firm combines ETF-based asset allocation with concentrated equity strategies and incorporates sustainability considerations into tailored investment approaches, offering family-office-style services alongside a research subscription product for other advisors.
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