An elevated advisory experience
At Blunt Wealth Services, we exist for one reason: to help people live their best lives through financial empowerment and community. We do so by taking a concierge approach to working with our clients, helping to form lifelong and intimate relationships that help create an elevated advisory experience. We call it Simple and Elegant Wealth management.
So what does Simple and Elegant Wealth management mean? Certainly, a more personal approach and dedicated service. But it also encompasses customized financial guidance, robust technology and prudent investment management. Our dynamic planning process includes managing, anticipating, adjusting and taking action as needed.
When you become a part of the Blunt Wealth Services family, you will have a trusted team by your side guiding you with tailored one-on-one financial guidance and keeping you informed and up to date via both virtual and in-person webinars and educational workshops as well as fun social events. Our goal is to empower our clients to be more confident about their financial future and ultimately to help give you confidence with your finances.
Our practice is purposely designed to help turn financial complexity into clarity and to collaborate with you to bring you the quality wealth management experience you deserve. The entire process is wrapped in an element of simplicity, allowing our clients to fully understand and embrace their plan, resulting in a financial partnership that makes sense.
At Blunt Wealth Services, it’s not just any one of these things that distinguishes us but all of them combined.
Financial guides who truly care about you
- 2601 Saturn Street, Suite 100 Brea, CA 92821-6702
- T 657.216.2496
- F 877.512.7885
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..
Blunt Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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