Blend Wealth Information

At Blend Wealth, we simplify and optimize the entire financial life of business owners and high-earning families. We’re an accounting and fee-only wealth management firm built to help: ✔️ Business owners increase profit and reduce taxes ✔️ Families grow, protect, and transfer wealth Our mission is to help business owners and families reach their goals by bringing clarity, strategy and proactive guidance to every area of their financial life. We integrate tax, accounting, and wealth management into one coordinated system, so you’re not stuck managing multiple firms or playing financial quarterback. With Blend, you get a single point of contact backed by a team that sees the full picture and acts quickly. What We Offer: For Businesses: • Accounting & Tax: Bookkeeping, payroll, monthly financials, tax preparation • Tax Strategy: Entity review, strategy identification and implementation, quarterly estimated tax payments, strategy meetings • Fractional CFO: Forecasting, financial analysis, monthly strategic meetings • Business Valuations: For exit planning, M&A, succession, buy/sell agreements • Retirement Plans: Solo & Group 401(k)s, Cash Balance Plans For Individuals & Families: • Wealth Management: Financial planning, investment management, tax planning & filing, estate planning, retirement planning, insurance planning and education planning all delivered by one team. We work best with business owners earning $500K–$30M+ in revenue and families earning $200K+ annually who want a proactive, all-in-one financial partner. 🔗 www.blendwealth.com