Blunt Wealth Services

Blunt Wealth Services As independent professional advisors, we can offer you a personalized financial strategy.

At Blunt Wealth Services, located in Brea, California, we provide our clients the information they need to choose the most suitable investment products and services for their specific financial needs. Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies

recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

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Blunt Wealth Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
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The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in ...
09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

amazonaws.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

☕🍩 Join us TOMORROW for Coffee Club! 🍩☕Kick off your Friday morning with fresh coffee, sweet treats, and great conversat...
08/27/2026

☕🍩 Join us TOMORROW for Coffee Club! 🍩☕

Kick off your Friday morning with fresh coffee, sweet treats, and great conversation. Enjoy a brief market update from an industry expert - followed by an informal discussion with friends, neighbors, and family.

✨ Coffee & donuts on us
✨ First-time guests are encouraged to join us
✨ Bring a friend
✨ Meet new people and make new connections
✨ Everyone is welcome at our coffee table

We'd love to see you there!

August 28th, 2026

Location details in bio -
Zoom option available -

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by ear...
08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

amazonaws.com

Just like a great financial plan, a great meal starts with the right ingredients.This month we're sharing a collection o...
08/25/2026

Just like a great financial plan, a great meal starts with the right ingredients.

This month we're sharing a collection of Mediterranean-inspired one-pan dinners that are flavorful, efficient, and easy on your time. Smart choices in the kitchen can help support smart choices in your budget, too.

At Blunt Wealth Services, we believe simplicity and planning can make a big difference, whether you're preparing for retirement or preparing dinner.

&ElegantWealthManagment

seriouseats.com

☕🍩 Join us THIS Friday for Coffee Club! 🍩☕Kick off your Friday morning with fresh coffee, sweet treats, and great conver...
08/25/2026

☕🍩 Join us THIS Friday for Coffee Club! 🍩☕

Kick off your Friday morning with fresh coffee, sweet treats, and great conversation. Enjoy a brief market update from an industry expert - followed by an informal discussion with friends, neighbors, and family.

✨ Coffee & donuts on us
✨ First-time guests are encouraged to join us
✨ Bring a friend
✨ Meet new people and make new connections
✨ Everyone is welcome at our coffee table

We'd love to see you there!

August 28th, 2026

Location details in bio -
Zoom option available -

☕🍩 Join us Next Friday for Coffee Club! 🍩☕Kick off your Friday morning with fresh coffee, sweet treats, and great conver...
08/21/2026

☕🍩 Join us Next Friday for Coffee Club! 🍩☕

Kick off your Friday morning with fresh coffee, sweet treats, and great conversation. Enjoy a brief market update from an industry expert - followed by an informal discussion with friends, neighbors, and family.

✨ Coffee & donuts on us
✨ First-time guests are encouraged to join us
✨ Bring a friend
✨ Meet new people and make new connections
✨ Everyone is welcome at our coffee table

We'd love to see you there!

August 28th, 2026

Location details in bio -
Zoom option available -

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care ...
08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

amazonaws.com

Address

2601 Saturn Street, Ste 100
Brea, CA
92821

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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