Investment Strategy
Strategic Asset Allocation in Volatile Markets
How to maintain a balanced portfolio approach during market turbulence and economic uncertainty.
Read MoreWealth Advisor, Leader & Philanthropist
Strategic wealth management for discerning individuals
With over 32 years of experience, Rick Blosser provides comprehensive financial counsel to entrepreneurs, affluent families, and successful individuals.
About Rick Blosser
A Journey of Leadership in Wealth Management
Rick Blosser has built a distinguished career over three decades in wealth management, providing expert guidance to high-net-worth individuals, entrepreneurs, and affluent families at Pathfinder Wealth Advisors.
32+ Years Experience
Over three decades of expertise in wealth management and financial advisory services.
Elite Education
MBA from UCLA Anderson School of Management and Bachelor's degree from Princeton University.
Award-Winning
Recognized by Barron's, Forbes, and Financial Times as a top financial advisor.
Philanthropist
Cancer survivor who supports research and offers the Rick Blosser Scholarship.
Services
Wealth Management Expertise
Rick Blosser offers comprehensive wealth management services tailored to high-net-worth individuals, entrepreneurs, and affluent families.
Strategic Asset Allocation
Customized investment portfolios designed for long-term growth and risk management across diverse asset classes.
Learn MoreBusiness-Succession Planning
Expert guidance for entrepreneurs and family business owners planning for ownership transition.
Learn MoreEstate Investment Planning
Strategies to grow and protect assets that will fund future legacies and optimize estate structures.
Learn MoreHolistic Financial Advisory
Comprehensive approach that integrates all elements of your financial life into a cohesive strategy.
Learn MoreInsights & Resources
Expert Financial Perspectives
Stay informed with Rick Blosser's latest insights on wealth management, investment strategies, and financial planning topics.
Business Planning
Succession Planning for Family Businesses
Key considerations for creating a seamless transition plan that preserves your business legacy.
Read MoreGet in Touch
Schedule a Consultation
Take the first step toward securing your financial future. Contact Rick Blosser today to schedule a confidential consultation.
Contact Information
Company:
Pathfinder Wealth AdvisorsEmail:
contact@rickblosser.comSchedule a Call
Prefer to speak directly? Schedule a call with Rick or a member of his team.