Anyone can give you a financial plan; not everyone can define the risk you are taking to pursue your financial goals.

Blatzer Wealth Management can help you define your goals and select the appropriate strategies to work towards them, while maintaining a level of risk that you understand and are comfortable with.

Specializing in risk management investment advice using technical analysis for over a decade in the financial industry, Mike Blatzer utilizes 29 years of experience in applying proven risk management strategies for his clients.

From investment advice to retirement planning, Blatzer Wealth Management will help you create a comprehensive plan for your financial future.

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Client meeting

A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Financial planning

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.


Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Your Advisor

Services

 

Investment Planning

Every day, you’re probably engaging in small, subconscious acts of investment planning. With seemingly endless tasks and a limited amount of time available, planning how you invest...

 

Retirement Planning

Everything you do – from planning the education and designations you'd like to acquire, to starting a career and managing your career progression – is done in the hopes that you...

 

Estate Planning

If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established...

Meet Your Advisor

We help build, manage, preserve and transition wealth for anyone!