Who We Work With

We work with clients who appreciate and require comprehensive wealth management and serve as dedicated partners and trusted advocates of your wealth. Although each of our clients is unique, all benefit from complementary team perspectives that leverage our unique skills, insights and experiences to provide thoughtful, custom-tailored solutions.


Entrepreneurs & Business Owners

The Blosser Reeder Financial Strategies Group has been working with and successfully addressing the needs of entrepreneurs and business owners for many years. We understand that your personal needs and the needs of your business are often closely intertwined. We focus on a "balance sheet" approach to advising the entrepreneurs we work with. Entrepreneurs often share a unique set of characteristics which demand planning strategies that anticipate:

  • The business is a priority. Entrepreneurs tend to focus their time and energy on the business, at the expense of personal financial goals.
  • Liquidity is limited. Net worth is held in an illiquid business.
  • Diversification is minimal. Excess cash is reinvested back into the business.

We recognize that your business is probably your largest and most important asset and will likely remain so. We understand the issues of entrepreneurs and will provide seamless, cost efficient service by taking a flexible, independent, full "balance sheet" approach to both your business and personal financial needs. Entrepreneurs often come to us with one or more of the following issues:

  • How do I set up a business succession/exit plan for my business?
  • How do I ensure my trust and estate is properly set up?
  • How can I best position my company for a sale?
  • I'd like to get another opinion of my current wealth plan.
  • How do I manage my restricted/concentrated equity ownership positions in the company?
  • How do I handle the liability management needs for both company and myself?
  • Does our company have the capital readiness to support a new merger/acquisition?

Please visit our Resource Center for additional information.


Investment banking services offered through Wells Fargo Securities. Wells Fargo Securities is a trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Bank, N.A. is a banking affiliate of Wells Fargo & Company. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

New Wealth

New wealth is both an exciting opportunity and a challenge fraught with anxiety. Whether it's the sale of a business, a merger, IPO, partial cash-out, inheritance or some other significant wealth event, there are many issues to contend with when you have a sudden infusion of liquidity. We can help you address the additional responsibility with comprehensive solutions that incorporate your values, needs, and aspirations.

Too often, we find that some of the newly liquid enter into the planning process only after they have already made regrettable decisions. We believe that the sooner you start addressing the issues of wealth, the better. Our process is flexible, customized and designed to help provide greater investment confidence. We will help you address both your short-term needs and the long-term preservation issues of your wealth. Our clients experiencing new wealth often come to us with one or more of the following issues:

  • How do I protect and grow my wealth for the future?
  • How do I ensure my trust and estate is properly set up?
  • How do I maximize my cash flow?
  • How do build a lasting legacy for myself and my family?
  • I need assistance with creating a comprehensive wealth plan for my family.
  • How do I analyze and create a strategy for my personal "balance sheet"?
  • How can I better diversify my concentrated equity positions?
  • How do I handle all of my liability management needs?

Please visit our Resource Center for additional information.


Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Corporate Executives

We understand the challenges faced by corporate executives. We strive to meet your unique needs and goals by providing integrated, multi-disciplinary solutions crafted by our team of experienced professionals.

Through this process, we provide a comprehensive analysis of your overall financial picture - including optimizing the value of your compensation package and corporate executive benefits - and can help you identify and implement the appropriate solutions, services and strategies for your situation.

  • How do I better assess my professional risk?
  • How do I best plan for my child's educational expenses?
  • Is my insurance and risk management plan appropriate?
  • I need assistance with planning for a future liquidity event.
  • Could my family benefit from dedicated family office services?
  • How do I integrate my stock options into my overall wealth plan?
  • How can I better diversify my restricted or controlled stock positions?
  • I need a professional experienced in liability and liquidity management.
  • How do I ensure my trust and estate is properly set up?

Please visit our Resource Center for additional information.


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Family Offices

We are dedicated to providing innovative, flexible financial solutions to families and individuals of substantial wealth. We pursue the needs of family offices by seeking to reduce personnel and capital costs by combining Wells Fargo Advisors technology and institutional capabilities with our tradition of customized, personalized service.

We efficiently and effectively endeavor to meet our clients' complex financial needs by providing access to services offered through Wells Fargo Bank, including:

  • Investment Management
  • Fiduciary And Trust Services
  • Access to lending and banking services through Wells Fargo affiliates
  • Investment Advisory & Performance Reporting
  • Tax Document Support
  • Global Asset Servicing
  • Liability Management
  • Custody And Reporting
  • Cash Management
  • Liquidity Management

We are here to help you successfully manage key life events and will coordinate with your other trusted professionals to integrate and balance your overall plan.


Please visit our Resource Center for additional information.


Wells Fargo affiliates may be paid a referral fee in relation to clients referred to Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. (the "Bank") offers various advisory and fiduciary products and services. Financial Advisors of Wells Fargo Advisors may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services. The Bank is responsible for day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The views, opinions and portfolios may differ from our broker dealer affiliates. Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo & Company and its affiliates do not provide legal advice. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Professional Advisors

As an attorney, CPA, or other professional advisor, your clients depend on you for guidance and advice. Working with The Blosser Reeder Financial Strategies Group of Wells Fargo Advisors can help you strengthen client relationships and grow your practice.

Through our team based approach, we work closely with you to give your clients access to a broad range of strategic wealth management resources to help them build, manage, preserve, and transition wealth.


Respecting Your Relationships

We respect the important role you play in your clients' lives. We can serve as a valued resource for your practice by providing access to advice and investment strategies that can complement your existing client services.

Through our team-based approach, we focus on collaborating with you to help your clients address their personal needs and achieve their financial goals.


Providing Timely Market Insights

We believe you'll benefit from our financial advisors' experience, opinions, and best practices. From wealth management trends to coverage of key market events, you and your clients will learn from our perspectives and insights.

We are available to provide the critical information needed to help grow business or personal wealth.


Making Service A Top Priority

At Blosser Reeder Financial Strategies Group, your clients will receive highly customized and personalized service. We take the time to fully understand each client's financial picture and design a custom wealth management plan. A relationship manager, acting as the primary point of contact, will keep you and your clients informed about the plan and progress toward key goals.


Please visit our Resource Center for additional information.

Foundations & Endowments

We help our Endowment and Foundation clients manage portfolio performance, risk factors and meet their budgetary requirements. Our solutions seek to improve overall net returns at reasonable levels of risk and assist clients in meeting their fiduciary duties. We simplify investment and fiduciary decisions for college, university, hospital and other non-profit clients to help them achieve exceptional risk-managed portfolio performance necessary to support strategic organizational purposes and achieve spending requirements to fund specific needs.

  • Investment Policy Development and Review
  • Spending Policy Development and Review
  • Strategic Asset Allocation and Portfolio Structure
  • Investment Manager/Strategy Identification, Evaluation, and Recommendation
  • Customized Monthly, Quarterly, and Special Request Investment Reports
  • Quarterly Economic Summary
  • Board/Investment Committee Education
  • Ongoing Investment Manager Due Diligence
  • Professional Service Provider Evaluation – Custody, Transition, etc.
  • Special Project Coordination and Execution

How Can We Help?

Get in touch today and we will contact you to discuss your goals.
We welcome the opportunity to speak with you.

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