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Norman B

Series 63

Pittsburgh, PA

Spire Wealth Management, LLC

Norman Bloom is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding a Series 63 designation and over 60 years of industry experience. He has been with Spire Investment Partners, LLC since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to separately managed portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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Stephen R

Series 63, Series 65

Pittsburgh, PA

Spire Wealth Management, LLC

Stephen Receski is a financial advisor with Spire Wealth Management, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Spire Investment Partners, LLC since 2009. Outside of his advisory role, he performs outside accounting work for businesses and individuals through a separate tax services business in the Pittsburgh area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management options including discretionary and non-discretionary services. The firm employs a diverse mix of investment strategies and offers access to proprietary risk overlays and various third-party programs.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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