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Steven J. Bloch
Managing Partner
CFP®, J.D.
Bloch Private Wealth, LLC3040 Kingsbarns, The Colony, TX 75056
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
The typical high-net-worth client works with several advisors — an accountant, an estate attorney, an investment manager —operating in silos. Coordination falls to you. We change that — serving as the hub that connects and directs your entire financial team, led by a CFP®/Tax Attorney fluent in the language of your other advisors. One relationship. One unified strategy. One fiduciary standard of care. Bloch Private Wealth, LLC is not a law firm, does not practice law, and does not provide legal advice or legal services to clients. Steven J. Bloch's background as a CFP® professional and tax attorney informs how he coordinates with clients' independent legal counsel and other professionals as part of the firm's tax planning, financial planning, and investment advisory services.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.