Who are we?
was created by Jay Blanchard, a wealth manager in Buffalo, NY. Jay created the program in memory of his mother who was taken from him at a young age. “We often appreciate and value the most that which we have lost and can never get back.” Early in Jay’s career, he made the conscious decision to work primarily with women. He chose this path because he recognized early on that women face unique challenges when it comes to preserving and growing their wealth and discovered there was an overwhelming need for financial information, specifically for female clients. His mission is to help all women feel more comfortable and confident about their finances so that they are better equipped to make informed decisions about their future.
It’s now more important than ever for women
to take charge of their finances.
We believe in taking the time to truly understand what it is you are looking for in an advisor and want you to feel comfortable with our financial investment and planning approach. It is important to make sure that we are a good fit for each other. We want you to be completely comfortable sharing what’s most important to you, what you value, what frustrates you, and where you think you can use the most help.
The true value of investments and financial planning can only be measured by the positive effect they have on people.
Wealth to Women
®
Jay Blanchard
FOUNDER
I’m a financial advisor, entrepreneur, husband, father, and friend committed to helping you grow your financial wealth and bring you to financial freedom.
I lost my mom to breast cancer when I was quite young, and growing up without a mother made me value women even more. I see my mother’s face in every woman I have helped over the years.
I had been in the financial industry for quite some time before I developed Wealth to Women. It was the result of many requests and the obvious need, as I could see women were not getting the help and information they were looking for. I designed this program to be educational and meet women at their unique level of sophistication—whether that is just getting started or highly accomplished. Our goal is to nourish your roots of knowledge and help you grow a strong financial plan that you understand and have confidence in.
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Sarah Foss
EXECUTIVE ASSISTANT
Sarah Foss is an experienced financial professional. Since 2015 she has been using her experience helping clients by providing quick, quality, and succinct service. She prides herself in returning phone calls and other communications quickly. Here experience allows her to research and provide answers to even the most complicated questions.
Sarah assists in account coordination, transfer of assets, and portfolio management. Her true passion for building relationships is inspired by her commitment to each of our client’s dreams and desires. She makes it a priority to provide clients with services that go above and beyond the traditional financial assistant. If you are becoming a new client she will be talking with you every step of the way as your assets transfer over.
Sarah has holds the following licenses to serve you better:
Ø Series 6
Ø Series 63
Ø Life & Health Insurance (New York)
Sarah grew up in Alden, NY. When she isn't at work you can find her spending time with her husband, Jason, and their dog, Stella, whom they rescued from Puerto Rico. Sarah still likes to find quiet corners to read in and spends as much with her family as possible. She loves traveling to new places and trying new things
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Emily Birkemeier
MARKETING & DESIGN
A master communicator and influencer Emily brings a large suite of skillsets to the ever evolving marketing position.
Most importantly she helps Jay form and transmit communications to our current client family via email and social media. She is an expert not only in the crafting of the communication message itself but also the technology that pushes it out. Emily coordinates the marketing calendar and assures there is constant communication to those of you who have trusted us with your life savings.
In addition, she is talented in the drafting of content, graphical design, and transmission of prospecting on social media, and more direct methods such as email, texting, and platform messaging. She constantly keeps up on daily changing algorithms altering the media, so it is constantly efficient.
Emily loves her position as it furthers her life passion of changing the lives and futures of the clientele we assist. Emily constantly works on self-development and continually reads marketing articles and books to keep her forever updated on this extremely dynamic industry.
Emily obtained her bachelor's from St. Bonaventure University in Business Marketing. In her free time, she enjoys going on walks with her dog and watching the sunsets. She also loves to travel and explore the world.
Financial Advisor, Adventurer, Philanthropist & more...
May 2017, Jay began the world's longest and toughest self-supported bike race in the world, the Trans America Bike Race. He undertook this 4,200 mile, coast-to-coast bike trip with the purpose of raising awareness and money for the American Widow Project.
The American Widow Project (AWP) has served over 2,200 military widows since this organization was founded in 2007 by Taryn Davis, who lost her husband while he was serving in Iraq. AWP provides support to widows through programs designed to educate, empower, inspire, and assist in rebuilding their lives in the face of tragedy.
