Blanchard Wealth Management

Our Vision

At Blanchard Wealth Management, we empower individuals to achieve financial security and pursue their dreams through personalized guidance and tailored solutions. We believe in a holistic approach to wealth management, focusing on your financial well-being and aligning your financial plan with your unique goals.

Our Approach

As an independent firm, we prioritize objectivity and professional expertise. We work as trusted advisors, building relationships based on trust and open communication. Our process involves:

• Discovery: We take the time to understand your individual goals, risk tolerance, and financial situation.
• Tailored Planning: We develop a customized financial plan that aligns with your unique needs and aspirations.
• Implementation: We execute your plan efficiently and monitor it over time to ensure it remains relevant.

Our Services

Our comprehensive services encompass:

• Investment Management: We build and manage diversified portfolios tailored to your individual goals and risk tolerance.
• Retirement Planning: We guide you through the complexities of saving and investing for your golden years.
• Estate & Legacy Planning: We help you create a personalized estate plan and ensure your wealth is protected for future generations.
• Insurance Review: We assess your current insurance coverage and make recommendations for improvement.
• Tax Optimization: We analyze your financial situation and suggest tax-saving strategies.

Our Team

Our experienced team of professionals brings together diverse expertise and a genuine commitment to client success. Led by Ted Blanchard, CRPC, with over 30 years of industry experience, we are dedicated to providing personalized guidance and building lasting relationships with our clients.

Contact Us Today

Let us be your trusted guide on your journey to financial well-being. Contact Blanchard Wealth Management today and schedule a complimentary consultation to discuss your unique financial needs and goals.