Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Focus
Blair works as a private wealth financial advisor in Northeast Pennsylvania. She delivers a service model grounded in strong relationships, conviction, and reliability by working closely with clients to design a playbook of investment strategies that reach goals, provide desired lifestyles, and preserve legacies.
Background and Experience
Blair is a graduate of Drexel University, with a Bachelor of Science in Business. She began her professional career with BlackRock, working on a municipal bond trading desk in Princeton, NJ, then moved to a Private Wealth Management role with Goldman Sachs in Philadelphia, PA. After leaving Goldman she moved to the Private Client Group at Wells Fargo Advisors in Plains, PA. Recently, Blair accepted the invitation to join 1856 Capital Partners as part of the Wells Fargo Advisors Financial Network.
As a Back Mountain native, Blair was thrilled at the opportunity to build her business in her hometown allowing her to get back to her roots personally and professionally. Blair is an active member of the community through various volunteer efforts, leadership endeavors and civic service initiatives.
Away from the Office
Blair spends most of her free time working on her house and property in Dallas, PA. She has two dogs, Waylon and Tryg, that keep her almost as busy as the never-ending yardwork. Summer weekends you’ll find her spending time with her family on Harveys Lake but once the cold weather settles in leisure time is spent by the fireplace with the dogs and a good book.
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning strategies can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.
Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.
Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.
Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act. The trick is to plan ahead.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Estate planning strategies can often be fairly simple with professional help. Sometimes it’s more complex. Make an appointment with us to talk about your estate planning goals.
Find out ideas on how we can help you reach your retirement goals with an IRA. Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), you should consider investing in an IRA. It can help supplement those savings and give you access to a wider range of investments.
Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. We can discuss what might work for your situation and help you feel confident as you work toward achieving your goals.
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
