Let’s get planning your dream life.

True wealth management.

Too often 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. Blend Wealth is here to change that. 

While the financial services industry can be confusing and filled with firms that prioritize product sales or focused primarily on investments, we take a different approach to our services and truly serve as your personal CFO.

After 1 hour with us, you’ll know more about your finances than you ever have before.

Personal Finance Services

Essentials

Less than $1M of investable assets

Starting at $3,750/year

Billed monthly based on a percentage of assets under management

Essentials Includes

  • We’ll build a plan to help you grow your cash reserves, automate savings, and pay off debt strategically.

    Whether you're balancing business cash flow, student loans, or a mortgage, we'll ensure every dollar is working toward your long-term goals.

  • We construct a low-cost portfolio for all of your investment accounts, including your employer provided 401k/403b plan, that is optimized for your unique goals.

    We are continuously monitoring and rebalancing your portfolio with market fluctuations, taking advantage of asset location and pursuing tax loss harvesting opportunities as they arrive.

  • The transfer of wealth shouldn’t be a burden to your family. We help simplify the estate planning conversations with our estate planning partnership that can help clients in all states.

  • We will help make sure you are adequately insured to protect your wealth and provide for your family if something were to happen to you. This requires an ongoing review of life, disability, long-term care, and property & casualty policies.

Pro

$1M+ of investable assets

Starting at $10,000/year

Billed monthly based on a percentage of assets under management

Pro Includes

  • You can’t elevate your life without a plan. We will build and continuously update a customizable, goals-based financial plan that includes assets, cash flow, market forecasts and lifestyle factors. Your financial plan serves as your roadmap to achieving your goals.

  • We want to help you pay the least amount of taxes over your lifetime. That’s why we proactively implement tax strategies like optimizing investment tax location and executing timely Roth conversions.

    We also file your tax return to ensure all tax strategies are recorded correctly. No more blindly hoping you are getting all the deductions you are eligible for or having to quarterback your CPA and your financial advisor to ensure they have all the information they need.

  • We can’t predict the future, but we can prepare for all potential outcomes. When we help you plan for retirement, we don’t just look at your assets. We consider other factors such as taxes, healthcare, legislation and legacy planning. We then build a retirement plan that’s right for you to ensure you won’t run out of money.

  • Planning for your child’s education requires crafting a savings strategy that maximizes available tax benefits while addresses the educational needs of your family.

  • If you aren’t maximizing your employee benefits, you’re leaving money on the table. We review your employer provided benefits, and make recommendations, including employee stock purchase plans (ESPP) and equity compensation (RSU, RS, ISO & NQSO).

  • We construct a low-cost portfolio for all of your investment accounts, including your employer provided 401k/403b plan, that is optimized for your unique goals.

    We are continuously monitoring and rebalancing your portfolio with market fluctuations, taking advantage of asset location and pursuing tax loss harvesting opportunities as they arrive.

  • The transfer of wealth shouldn’t be a burden to your family. We help simplify the estate planning conversations with our estate planning partnership that can help clients in all states.

  • We will help make sure you are adequately insured to protect your wealth and provide for your family if something were to happen to you. This requires an ongoing review of life, disability, long-term care, and property & casualty policies.

Premier

Net worth of $10M+

Starting at $25,000/year

Billed monthly based on a percentage of assets under management

Premier Includes

  • We design a fully integrated wealth strategy that aligns with your lifestyle, goals, and legacy that’s optimized across public markets, private investments and tax efficiency. Your plan is continuously updated as life, laws, and markets evolve.

  • We help you define, preserve, and transfer your wealth in a way that reflects your values and protects your family for generations. From multi-generational trust structures to tax-efficient gifting, we help you build a legacy that goes beyond numbers.

  • Whether you’re preparing to sell a business or pass it on, we create a roadmap that maximizes after-tax proceeds and minimizes stress. Our process coordinates valuation, deal structure, tax strategies, estate impact and reinvestment strategy all before you sign the LOI.

  • Our in-house tax and accounting team ensures your personal and business finances are seamlessly integrated. From complex returns to proactive planning, we handle the details so you can focus on building and preserving wealth.

  • We deliver business valuations to support exit planning, gifting strategies, partnership changes, or buy/sell agreements. You’ll receive a defensible valuation tailored to your industry and goals.

  • We help families establish structure, communication, and decision-making frameworks to sustain wealth and relationships across generations. From family meetings to shared mission statements and succession protocols, we bring clarity to complexity.

  • We design philanthropic strategies that amplify your impact while reducing taxes through donor-advised funds, charitable trusts and family foundations. You’ll give with intention, efficiency and alignment to your legacy.

  • We identify potential risks and implement strategies to shield your wealth from lawsuits, creditors, and unforeseen events. Through legal structures, entity design, and insurance coordination, we proactively defend what you’ve built.

  • We help you preserve generational wealth, minimize estate taxes, and ensure a seamless transition of assets according to your values.

    We collaborate closely with attorneys to implement advanced trust structures, gifting strategies, and succession plans tailored to your family dynamics and long-term goals

Our Process

Step 1

Schedule a Right Fit call. We’ll get to know you and determine if our services align with your needs.

We will work with you to gather your goals and financial information through our simple onboarding process.

Step 2

Based on your priorities, we will create a personalized plan, whether it’s focused on building a foundation or managing complex wealth.

Step 3

Ongoing services. We will work together to simplify and optimize your entire financial life and ensure you’re always moving toward what matters most.

Step 4

Less transactional, more relational.