Blunt Wealth Services

Directions Website Contact the business

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.

--------------------------------------------------------
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
--------------------------------------------------------

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

It's BWS office pink out day!! 🩷 Our team proudly recognizes October as Breast Cancer Awareness month. We wear pink to h...
10/08/2026

It's BWS office pink out day!! 🩷 Our team proudly recognizes October as Breast Cancer Awareness month. We wear pink to honor our clients, family, friends, and all who have been affected by this disease.
We hope to reassure our BWS family it is never too late for you or a loved one to get screened or seek treatment. Together we can spark hope, encourage early detection, and promote education in this fight!

Month

Blunt Wealth Services is hosting a Fun With Finance: Halloween Edition — and you're invited!Join us for a night of pumpk...
10/03/2026

Blunt Wealth Services is hosting a Fun With Finance: Halloween Edition — and you're invited!

Join us for a night of pumpkin decorating, Halloween music trivia, themed bites, spooky sips, and plenty of laughs. Bring a friend or neighbor and one secret decorating item from home… we'll supply the pumpkins and the rest.

It's the perfect mix of fun, creativity, and light financial insight as we head toward year end.

We hope you can join us!!

RSVP before the clock strikes midnight. https://www.raymondjamesconnect.com/aLBusK

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

amazonaws.com

Our recent staff retreat in Temecula gave us the opportunity to step away from our daily routines, connect as a team, an...
09/30/2026

Our recent staff retreat in Temecula gave us the opportunity to step away from our daily routines, connect as a team, and share fresh ideas focused on what matters most, creating an even better experience for our clients.

We brainstormed, collaborated, laughed, and came away feeling energized and inspired for what's ahead. We're grateful for a team that is always looking for new ways to grow, improve, and better serve our clients

Sailing with far fewer passengers, they give the vibe more of a private charter or a floating hotel than a traditional c...
09/26/2026

Sailing with far fewer passengers, they give the vibe more of a private charter or a floating hotel than a traditional cruise ship, with thoughtful approaches to dining and design

www.cntraveler.com

Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market...
09/24/2026

Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market appetite for risk improving.

Read more in the Weekly Market Guide.

GCM_Weekly_Market_Guide.pdf

Hope to see you this Friday for Coffee Club!!
09/23/2026

Hope to see you this Friday for Coffee Club!!

🎉 Celebrating Our September Birthdays! 🎉A heartfelt thank you to everyone who joined us for our September birthday celeb...
09/22/2026

🎉 Celebrating Our September Birthdays! 🎉

A heartfelt thank you to everyone who joined us for our September birthday celebration! We enjoyed a wonderful evening with friends and our BWS family, sharing great food, lots of laughter, and even better conversation.

Moments like these remind us how grateful we are for the relationships and community we've built together. Thank you for making the celebration so special, and happy birthday to all of our September celebrants!

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

Website

Alerts

Be the first to know and let us send you an email when Blunt Wealth Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Blunt Wealth Services:

Shortcuts

Share

Category