A complete list of active advisors currently associated with Bloch Private Wealth, LLC

Warmer can help you find a great advisor at Bloch Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bloch Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven Bloch	The Colony, TX	18

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