Blend Wealth

Blend Wealth is an independent, fee-only wealth management and accounting firm designed to simplify and optimize your entire financial life. They focus on helping business owners, people nearing or in retirement and high-earning families.
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, Blend Wealth takes a comprehensive approach to their process and serves as your personal CFO and business CFO.
They 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.
Wealth management services for retirees and high-earning families include: Cash flow planning, tax planning, tax preparation, retirement planning, investment management, estate planning, insurance planning, education planning and planned giving.
Services for business owners include: Bookkeeping, payroll, tax preparation, quarterly estimated payments and sponsoring 401k retirement plans.