Wealth Management & Estate Planning Services

Services Provided

Contact Information

P.O. Box 125
Alamo, CA 94507
+1 925-833-9999
www.blossomwm.com/

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About Blossom Wealth Management

At Blossom Wealth Management, we do more than just help families accumulate assets and transfer those assets to the next generation. We also collaborate with the family’s team of professional advisors. Most importantly, we bring in resources when appropriate. We make sophisticated and confidential connections for clients interested in anything from luxury travel, lifestyle ventures (art, aircraft and watercraft) to agricultural holdings (wineries, farms and ranches). We understand that some investments go beyond monetary return. They provide an oasis for their owners.

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