How does the advisor help clients – Key Takeaways:
- Block Wealth Management, Inc. provides expert financial advice and guidance to clients.
- The firm offers a variety of financial services to cater to each client’s unique needs and goals.
- By staying up-to-date on industry trends and developments, the advisors at Block Wealth Management, Inc. are able to provide informed and knowledgeable recommendations to clients.
- The firm prioritizes building long-term relationships with clients and helping them reach their financial goals.
Facts and Insights
Founded in 2005, Block Wealth Management, Inc. has over 15 years of experience in providing financial services. The firm is based in New York City and serves clients nationwide. Through their years of experience, the advisors at Block Wealth Management, Inc. have gained valuable insights into the financial industry and are well-equipped to help their clients make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Wealth Transfer
Client Types
Block Wealth Management, Inc. serves a range of clients including individuals, families, and small businesses. The firm also has experience working with high net worth individuals and offers specialized services to accommodate their unique needs and goals.
Fees & Compensation
Block Wealth Management, Inc. charges clients a fee for their services, which is based on a percentage of the assets under management. This fee structure aligns the firm’s interests with those of their clients, as they are motivated to help their clients grow and preserve their wealth. The firm also may receive compensation from the sale of certain securities or products, but always discloses this to clients to ensure transparency.
Background
The advisors at Block Wealth Management, Inc. have extensive backgrounds in finance and have all obtained various industry certifications and licenses. They are also committed to ongoing education and stay informed of new developments and strategies in the financial industry.
Financial Advisor Disclosures to Know
Block Wealth Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning they are legally required to act in the best interest of their clients at all times. Additionally, advisors at Block Wealth Management, Inc. have no disclosures on their records, reflecting their commitment to ethical and transparent practices.