Let’s start with your goals.

I am building
wealth.
I am going through
a life milestone.
I want to create my
legacy.

Your Challenges

  • How do I determine my risk tolerance?
  • Can I afford to buy a new home? What type of mortgage is best for me?
  • How should I prioritize paying off my debt?
  • How do I maximize my employee benefits?
  • How much should I save for retirement? Am I on track?
  • What sort of insurance products are right for me?

Your Challenges

  • I recently changed jobs. How does this impact my retirement plans?
  • I am entitled to either a lump sum or monthly pension upon retirement. Which option is right for me?
  • I just had a baby. What accounts should I open for my child today?
  • My spouse recently passed away. Where do I start?
  • I am going through a divorce. How do I set myself up for the future?
  • My parents are aging and I am responsible for their affairs. How do I manage this?

Your Challenges

  • Have I saved enough for retirement? What kind of lifestyle can I afford?
  • What is the best Social Security option for me?
  • I am confused about Medicare. What options are right for me?
  • My tax situation will change upon retirement. What do I need to know?
  • We want to buy a second home out of state. What are the considerations we should be aware of?
  • I am confused by the different types of insurance products. What coverage do I need?

Building financial
futures is our specialty.

We uncomplicate the
complicated.

More Case Studies

This is why we’re different.

We’re family owned and operated.

Not corporate salesmen.

We take the family aspect to our business very seriously. Not only do we manage client portfolios as we would our own, but we also have employees at Bloom who have been with us for 20+ years. There is no revolving door here. We hope you can feel the Bloom difference from your very first interaction.

We focus on your best interest, always.

Not products and services that will earn us commissions.

Since our inception, we have been committed to upholding the fiduciary standard of care. In other words, we always put our clients’ interests above all else. We never take commissions and our fees are competitive, simple and transparent. Helping our clients succeed is our only priority.

We take an all access approach.

We never restrict clients from working with our full team of experts.

Unlike a lot of firms who provide different levels of service based on a clients’ assets, we believe all clients should have full access to our team of advisors. From retirement planning to estate planning and everything in between, we have a member of the team who can thoughtfully address your needs.

We are your partner for anything touching your financial life.

We never nickel and dime our clients.

Life often throws curveballs but our clients can rest assured that they have a dedicated and invested partner in their financial wellbeing. When you meet with a member of our team, you’re meeting with the people who are actually investing your money and unlike many firms we never charge our clients for ongoing advice.

Investment Approach

We are dedicated to handling each portfolio with the same care that we take with our own.