Goldbloom Wealth Management, LLC
Our approach is unique because your needs are unique
Why Goldbloom Wealth Management, LLC? Our approach is unique because your needs are unique Utilizing an independent advisor is important. 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 have the advantage of firsthand experience with corporate executive compensation plans, tackling the challenges that come with being in professional services and being self-employed. We specialize in helping entrepreneurs and small to medium size business owners reach their goals. We help families, whether they’ve been through divorce, together for 50 plus years, or a newly blended family, addressing their retirement needs and wealth transfer strategies to the people and causes they love and value most. To all of these we bring a unique process, perspective and tools not readily available in most boutique or large firms. With our independent approach we have more choices from more companies. We use tools and strategies selecting insurance products and investment strategies from a variety of competing institutional money 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. Asset and tax diversification based on your goals and values We’ll assess your portfolio, 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 and an impact on the assets for generations to come, balancing to optimally 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. 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 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 more important life goals. That is why we help provide access to services including certified public accountants (CPA) for accounting and tax needs, and attorneys for wills, trusts, reverse mortgages, elder law issues, and inheritance matters, as well as other niche experts to specifically serve those about to, planning to, or already retired. The professionals we are affiliated with have real experience and provide real satisfaction to both the small business owners and corporate executive community needs.
Address: 11808 Northup Way, Suite 100, Bellevue, WA 98005 USA
Phone: +1 206 528 2001
FAX:
