How Does BLOCH PRIVATE WEALTH, LLC Help Clients? – Key Takeaways:
BLOCH PRIVATE WEALTH, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With decades of experience in the industry, their team of dedicated advisors serves as trusted partners to individuals and families, offering expert guidance and personalized solutions.
Facts and Insights
BLOCH PRIVATE WEALTH, LLC boasts impressive numbers that showcase their success and commitment to their clients. As of 2021, the firm manages over $2 billion in assets and has a team of 12 experienced and qualified advisors. They have been in business for 22 years, solidifying their position as a top-performing firm in the financial sector.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2021 | $2 billion | 12 |
| 2020 | $1.8 billion | 11 |
| 2019 | $1.6 billion | 10 |
Financial Services Offered
BLOCH PRIVATE WEALTH, LLC offers a comprehensive range of financial services to address the specific needs and goals of each client. Their services include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
BLOCH PRIVATE WEALTH, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Fees & Compensation
BLOCH PRIVATE WEALTH, LLC operates on a fee-only compensation structure, meaning they do not receive commissions or compensation from third parties. This ensures that their clients’ best interests are always the top priority.
Background
BLOCH PRIVATE WEALTH, LLC was founded in 1999 by John Bloch, an experienced financial advisor with a passion for helping individuals and families achieve financial security and success. Since then, the firm has grown to become a well-respected and highly sought-after financial advisor in the industry.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, BLOCH PRIVATE WEALTH, LLC maintains transparency and compliance by disclosing any potential conflicts of interest or legal or disciplinary actions. Currently, the firm has a clean record with no disclosures or violations reported.