Hello, I’m Michael Blunt, Financial Advisor Senior Vice President – Investments

And I’m Lenny Lippert, Financial Advisor. Welcome to the Blunt-Lippert Financial Strategies Group.

Our focus is to serve a select group of clients: individuals, families, and business owners. Helping them build, manage and protect their wealth, and to be there for them through all of life’s transitions, planned and unplanned.

Michael and I have both observed people very close to us struggle financially and witnessed the emotional and physical toll it exacted on them.

But that didn’t discourage us -- it fueled our desire to understand how to prudently manage money, and how to invest and use it wisely – so that we can help people derive the joy, meaning, and purpose in life that they deserve.

We invite you to explore our website where you’ll learn about our wealth management process, philosophy, and services.

The priority we place on listening to our clients and understanding their unique situation.

On providing our advice and counsel in an objective, unbiased, and cost-effective manner.

And on drawing upon the considerable resources available to us. Collaborating with fellow professionals to think and rethink ways to best serve each client’s distinct needs.

You can read about our commitment to community service and the causes dear to us. We’ll also share with you the attributes of trust which we believe are the foundation of all successful client-advisor relationships.

After your review, we would be honored to schedule a time to get together – in person, by phone, or virtually.

We’ll listen to what’s on your mind and what’s going on in your life. We can tell you more about our practice and the impact we’ve had on our clients.

And then, you can determine if we should explore investment strategies to meet your goals.