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.

We are dedicated to empowering, educating and guiding our clients so that they can move with confidence into their best lives.
Danielle Blunt, CFP®, CDFA®; President, BWS; Financial Advisor, RJFS