Blodgett Wealth Advisors, LLC

Blodgett Wealth Advisors, LLC is a registered investment adviser managing roughly $251 million for about 103 clients with a two-advisor team, serving individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and business entities. The firm provides discretionary portfolio management alongside financial planning and retirement plan consulting, implementing portfolios that may include individual stocks, bonds, ETFs, mutual funds, options, REITs and private placements.

The firm’s investment process draws on multiple methods of analysis—fundamental, technical, quantitative, qualitative, sector and cyclical—and constructs portfolios using asset allocation approaches (strategic, dynamic, tactical and core‑satellite) tailored to each client’s objectives, with ongoing monitoring and rebalancing. It also deploys fixed‑income strategies, ETFs, short‑term trading and options when appropriate and offers the kinds of account reviews and reporting typical for discretionary managers.

A distinctive feature noted in the brochure is that the firm may permit or recommend borrowing—pledging portfolio securities as collateral for margin loans—and discloses the use of borrowing in client accounts, including separately managed arrangements, along with the specific risks of margin. The firm also offers an unusually broad planning scope for its size (including corporate structure work, cost segregation studies and lines‑of‑credit evaluations) and indicates that representatives may act as trustees for client accounts with annual independent verification.