Bloch Private Wealth, LLC

Bloch Private Wealth provides comprehensive wealth management to individuals (including high-net-worth clients), trusts, and retirement plans, offering tax compliance and consulting, financial planning, estate and retirement planning, insurance review, and discretionary investment advisory services. Engagements are documented by written agreements, and tax compliance engagements are performed under separate engagement letters from other services.

The firm delivers investment management through tiered Managed Account Programs (Silver, Gold, Platinum) that use a mix of proprietary model portfolios and third‑party program managers, with discretionary trading, quarterly reviews and periodic rebalancing. Portfolios are guided by asset-allocation and ETF‑heavy strategies informed by fundamental and technical analysis, and the firm can manage held‑away participant accounts via a third‑party platform to avoid taking custody.

Notable distinctions include acting as a wrap‑fee program sponsor for its Gold and Platinum MAPs — an uncommon role for firms of this type — and disclosing the possibility of referral fees in connection with recommending insurance providers. The brochure also emphasizes a substantial tax advisory component (tax work accounts for about 40% of firm time), prior international tax experience at large accounting firms, the ability to serve as a sub‑advisor to other RIAs, and a reported $80 million in assets under management as of December 31, 2025.