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Blodgett Wealth Advisors

Managing Your Wealth Along Lifes Journey

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About BWA

In a world of algorithms, robotic trading software, and cookie cutter portfolios, we still believe in the human touch.

Blodgett Wealth Advisors is a fee only, fiduciary wealth management firm that helps high-net-worth families grow their wealth through customized planning and experienced portfolio management. 

Why Choose Us

We offer independent, transparent, and personal wealth management for families who value trust and clarity.

 

As fee-only fiduciaries, we’re paid only by our clients—not by product sales or commissions—so our advice is always in your best interest.

 

We manage each portfolio directly and keep our client list small, ensuring thoughtful service, tailored strategies, and lasting relationships built on integrity and results.

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Real Relationships

We provide personal attention and tailor portfolios to your unique goals and circumstances. We take the time to understand your goals and once your plan is in place, we serve as your coach and advisor guiding you through every aspect of your financial life.

Aligned Interests

We treat your wealth as our own. As fee-only fiduciary advisors, we will not accept any commissions, fees, or incentives from any third parties or financial institutions — only transparent compensation from our clients. This eliminates conflicts of interest and ensures every decision is made in your best interest.

Proven Expertise

You can rest easy knowing your wealth is managed by experienced professionals. With backgrounds at leading Wall Street firms, we’ve navigated every kind of market and developed the expertise to grow your wealth with confidence and care.

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Who We Serve

Families & High-Net-Worth Households – Supporting your family’s goals through customized portfolio management, multi-generational wealth transfer, and long term estate planning strategies. 

Business Owners – Guiding you through business growth, exit, and transition with strategies for liquidity, retirement planning, and tax-efficient wealth management.

Pre-Retirees & Retirees – Helping you transition confidently into retirement with tailored income strategies, Social Security planning, risk management, and tax-efficient wealth protection.

Let's Talk

© 2025 Blodgett Wealth Management. All rights reserved

Disclaimer

The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel and may be viewed via the below links. Form ADV | Form CRS | Privacy Policy

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