How does Blossom Wealth Management work with my current Advisors (attorneys, CPAs, and other professionals)?
A. – You let us know how we can best work with your other advisors. Our goal is to build a strong relationship with your advisors in order to complement and enhance their work. In some cases, we may serve as your project manager to ensure that your advisors have timely and accurate information. In all cases, our job is to work together, provide context and obtain the benefit of their expertise. As your advisor, we will be in a position to anticipate issues and opportunities that can be referred to your tax advisor, lawyer or other service providers, for prompt consideration and resolution.
