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Blossom Wealth Management
 
 
Overview: 

It all began on a journey through the Western States in the late 1970s. George Salter was five years old. The eldest son of a pioneering health food entrepreneur, he helped his father deliver mills and whole grains. Younger brother, James Salter, was newly born. Growing up in Escondido, California, the brothers enjoyed their childhood. They were always outdoors: exploring nature, backpacking, and eventually becoming Eagle Scouts.


In the fall of 1995, with the backing of a soccer scholarship, George left his hometown to study at Dominican College. It wasn’t long before James – a basketball player – followed in his brother’s footsteps. Reunited at Dominican, the brothers earned their bachelor’s degrees. They then completed Dominican’s MBA program, which emphasized sustainable development. As part of their education, and with the encouragement and support of new friends, George and James traveled the world. Between them, the brothers learned from the sustainability practices of dozens of cultures spread over six continents and 70 countries.

The brothers soon found their place in finance. Fresh out of law school, George started at the world’s largest financial planning firm in 2002. James worked as a family wealth manager in Berkeley. In 2007, George and James teamed up at a prestigious brokerage firm. It was a time of considerable change for the financial industry. Out of the carnage, the brothers saw an opportunity to combine their focus on finance with their passion for sustainability.

George and James went back to their roots and found their calling. They returned to their alma mater – which had grown into Dominican University of California – to volunteer in the GreenMBA program. The brothers supported the group initiative of creating a private equity fund focused on green companies. This vehicle would augment Dominican’s curriculum by training students to analyze local companies, identify good investments, and share their suggestions with green entrepreneurs. It would, in turn, benefit the community by creating an outlet for start-up capital.

Through their volunteer efforts, George and James connected with Paul Ferreri, co-founder of Blossom Investment Management. Paul had years of experience researching companies for their clean technology fund. As the brothers unveiled their plan to take their comprehensive wealth management practice independent, everyone recognized a synergy in combining the research and planning elements. The firms complemented one another with their common philosophy of investing in companies with proven track records of producing triple-bottom-line results: social, environmental, and financial. To echo this shared focus, the brothers named their new firm Blossom Wealth Management.

For George and James, Blossom symbolizes the realization of a lifelong passion. The brothers’ childhood adventures, schooling, travels, and industry experience have coalesced in the demonstration of the benefits of sustainable investing. They have seen it practiced from the beaches of Uruguay to the goldfields of Africa. Now, with the creation of Blossom Wealth Management, George and James bring their expertise to others who are eager to do well by doing good.



 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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