Blatzer Wealth Management

At Blatzer Wealth Management, we believe that building a comprehensive financial plan is only the first step towards achieving long-term financial success. Our team of experienced professionals is dedicated to providing personalized investment management and strategic wealth planning that is tailored to each client's unique financial goals and circumstances.

Our Philosophy

Our philosophy is centered around the idea that every client is unique, with their own set of financial goals, risk tolerance, and aspirations. We recognize that there is no one-size-fits-all approach to financial planning, and that every individual deserves a customized plan that addresses their specific needs and objectives. By taking a holistic approach to financial planning, we can help our clients make informed decisions about their financial futures.

Our Process

At Blatzer Wealth Management, we believe that transparency, integrity, and expertise are essential components of a successful financial planning process. Our team of experienced professionals will work closely with each client to understand their financial goals, risk tolerance, and investment objectives. We will then use this information to develop a comprehensive financial plan that is designed to help our clients achieve their financial aspirations.

Our Services

Our services are designed to help individuals and families achieve their financial goals, regardless of their age, income level, or financial situation. We offer a range of services, including:

Investment Planning: Our investment planning services are designed to help our clients grow their wealth over time. We use a combination of investment strategies, including technical analysis and prudent investment management, to help our clients achieve their financial goals.

Retirement Planning: At Blatzer Wealth Management, we know that retirement planning is a critical component of any comprehensive financial plan. Our retirement planning services are designed to help our clients achieve a secure and comfortable retirement, regardless of their age or financial situation.

Estate Planning: Our estate planning services are designed to help our clients ensure the smooth transfer of their wealth to their loved ones, while minimizing taxes and preserving their legacy.

Insurance Planning: Our insurance planning services are designed to help our clients protect their assets and income from unexpected events, such as disability, illness, or even death.

Meet Your Advisor

I am Mike Blatzer, a Certified Financial Planner (CFP) with over a decade of experience in the financial industry. I am dedicated to providing personalized financial planning and investment advice to my clients. My goal is to help my clients achieve their financial goals and enjoy a more confident financial future.

Our Team's Difference

At Blatzer Wealth Management, we believe that our team's difference is our ability to provide a personalized approach to financial planning and investment advice. We take the time to get to know each of our clients, understanding their unique financial goals, risk tolerance, and aspirations. We then use this information to develop a comprehensive financial plan that is tailored to each client's specific needs and objectives.