Blend Wealth, LLC is a Registered Investment Adviser (RIA) based in Sacramento, California. The firm specializes in providing comprehensive and holistic financial planning and wealth management services. Their primary mission is to create customized financial strategies that are easy to understand, focusing on areas such as investment management, retirement planning, tax strategy, and estate planning. Blend Wealth operates as a fiduciary, meaning they are legally obligated to act in their clients' best interests, and they primarily serve a clientele of physicians, business owners, and other high-income professionals.

Founded in

United States