We build a personalized portfolio that meets your needs.
You dream it and we build a plan together.
We work with you to plan the retirement you’ve always wanted.
Our legal team can prepare documents to ensure you protect yourself and the ones that you love.
Our full service law firm, Bloom, Bloom & Associates is here for all your legal needs.
Births to deaths and all milestones in between, our advisors will guide you
Barbara and Mike came to us in their mid-50s. Prior to working with Bloom they were working with an investment advisor at a large commercial bank. They arrived at their first meeting with a brokerage statement that was very confusing with references to numerous money managers, hundreds of investments, lengthy footnotes and printed on over fifty double sided pages.
Denise is a 56-year-old woman who came to us soon after she went through a painful and emotional divorce. For the last 30 years Denise was a stay at home mother and her husband took care of all of their finances. For the first time in her life, she had to learn how to manage her own financial affairs. At our first meeting, Denise was incredibly overwhelmed.
Each investor has unique goals, objectives, tax status and risk appetite. That’s why we design a portfolio that is personalized to your situation. There is no cookie-cutter investment approach here.
Our founders are tax professionals, so tax efficiency is at the core of our business. We are always considering how our investment decisions could impact a clients’ tax obligations. No one likes a surprise on Tax Day.
With over 30,000 mutual funds and 2,000 ETFs available, it’s important to get expert advice on what is right for you. We only use no-load funds, which means they do not have a commission surcharge when the fund is purchased or sold.