Optimize Your True Wealth
Our unique approach grants families, business owners and professionals the opportunity to build successful wealth management strategies preserving wealth today and for generations to come.
Why Goldbloom Wealth Management, LLC?
As an independent Registered Investment Advisory firm, Goldbloom Wealth Management, LLC (GWM) represents your interests before any others. Our goal is to provide you with sound, objective financial advice to fit your values and personal situation.
We specialize in helping business owners, corporate executives and professionals reach their goals. We help families — whether they’ve been through divorce, together for 50-plus years or are a newly blended family — address their retirement needs and wealth transfer strategies to the people and causes they love and value most.
We use a wide range of tools and strategies, selecting insurance products and investment strategies from a variety of competing institutional asset managers, custodians and insurance companies. We have both arm’s length and direct employ relationships with our best-in-class subject matter experts. That’s why, as your advocate, we can deliver independent recommendations to fit your specific needs and circumstances.
Our Unique Advising Process and Perspective
Transparent Fiduciary Guidance
Our client-centered approach puts you first; there are no other interests we represent ahead of you. We operate with 100% transparency with no hidden fees. We’re focused solely on acting in the client’s best interest. That combined with our independent structure assures you a true fiduciary experience.
At GWM, we get to know who you are on a personal level while gaining a real understanding of what is most important to you. Whether it’s spending time with your family, supporting your favorite charity, seeing the world, climbing that mountain, catching that record fish, or achieving a hole-in-one — we help build your financial plan around those areas you value most. After all, if your money isn’t focused on enhancing what matters most to you, then who is it working for?
GWM plans not only for you, but for your children and grandchildren to help make sure the life you’ve built for your family continues into generations to come. We welcome and encourage the involvement of your family at any time in our relationship. This helps maintain the delicate balance of each family’s expressed wishes between communication and privacy.
Wealth Management or Virtual Family Office
Asset and tax diversification based on your goals and values
We’ll assess your portfolio and your financial and overall life situation to help determine tax implications, inheritance ramifications and other issues that may have an impact on your overall net worth. We’ll work toward the optimal balance to meet your lifestyle needs for the remaining years of your life. Once we understand your goals and risk tolerance, we will help create a strategy that addresses your portfolio, retirement, estate planning and insurance needs. When appropriate we will suggest a Virtual Family Office structure to help coordinate your professionals.
As wealth management and retirement advisors, we offer total financial and asset management services using both market strategies and insurance products. We use institutional money managers with Global Investment Performance Standards (GIPS) compliant audited track records along with products such as annuities, life insurance, disability and long-term care solutions, to help our clients meet financial and other life goals.
We help provide access to services including certified public accountants (CPAs) for accounting and tax needs; attorneys for wills, trusts, reverse mortgages, elder law issues and inheritance matters; and other niche professionals to specifically serve those nearing or in retirement. The professionals we are affiliated with have experience helping both small-business owners and corporate executives.
You have spent your working life accumulating wealth and may even be the steward for wealth left to you by a prior generation. Whether your unique concerns are focused on maintaining the comfortable lifestyle you have become accustomed to, or whether your primary concern is making sure the people and causes you love end up with your wealth when you leave this world, we firmly believe our clients need only pay their fair share of taxes, nothing more. Our wealth preservation and distribution strategies are much different than those you may have employed for the 20 to 40 years prior to retiring, as they encompass far more than solely your financial assets. The decades of retirement can have many demands, and we make sure there is a smart and guaranteed strategy for income for life.
Will Your Money Last as Long as You Do?
Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement.
Ready To Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.