Bloch Private Wealth, LLC
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About
Bloch Private Wealth, LLC is a small, independent registered investment adviser that serves individual and high‑net‑worth clients and trusts. The firm offers comprehensive wealth management, including tax compliance and consulting (engaged under separate agreements), written financial planning, and discretionary investment management through its Managed Account Program; it reports about $8.5 million in assets under management across seven client relationships.
Investment management is provided on a suitability-driven, discretionary basis at a single custodian (Charles Schwab) and uses ETF‑heavy strategies, proprietary model portfolios, and at‑least‑quarterly reviews and rebalancing. The firm integrates detailed tax‑focused retirement planning into its advice (for example, multi‑year Roth conversion analysis, RMD projections, qualified charitable distribution and qualified longevity annuity contract considerations) and can manage “held‑away” participant accounts using a third‑party platform (Pontera) without taking custody.
Distinctive elements relative to many peers include the combination of ongoing tax compliance work with investment management and an explicit retirement tax planning service, plus use of a third‑party held‑away platform for participant accounts. The firm states it does not sell securities or insurance products and does not accept commissions or referral compensation, limits managed accounts to Schwab custody, and offers a discounted estate‑planning option through Trust & Will without receiving payment, features that affect how recommendations are implemented compared with many independent advisers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee basis for tax compliance and consulting services, and financial planning services (amount negotiated and disclosed before engagement).
up to 1.50% per year (negotiable, based on assets under management)
$300 per hour for work done (applies to tax consulting services and financial planning cancellations).
Account minimum: $200,000 Fee-only: Fixed fees for financial planning services; fees are negotiable and based on complexity and client situation; includes $300/hour charge for work done upon cancellation.
Main office
The Colony TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Bloch Private Wealth, LLC · Mhb Financial Group · Mhb Financial Group, LLC
Disclosures
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Business activities & affiliations
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Other specialized services
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Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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