Frequently Asked Questions

You can keep your current advisor AND work with Bloomwood.

We do not have to manage any of your investments.

If our free consultation does not uncover a clear path to massive, tangible wealth creation that is obvious to both of us, we will gladly provide introductions to a better fitting advisor.

You get to keep our initial analysis and recommendations for free.

We operate on a fee-only basis, meaning we do not accept commissions or have hidden fees. Depending on the complexity of your financial situation, our services are priced based on a flat fee, hourly rate, or a percentage of assets under management (AUM). Our goal is to provide at least 3x the value of the fee you pay through tax savings, financial efficiency, and strategic planning.

Yes. Tax optimization is one of our core focuses. We analyze your income, investments, and business structure to identify strategies that minimize tax liability while keeping you compliant with IRS regulations.

We start with a free consultation where we get to know your financial situation, goals, and challenges. From there, we’ll outline an initial strategy and show you how our approach can help optimize your wealth and financial future.

Not at all. We’re flexible by design. Whether we manage your entire portfolio a single account, or none of your investments, our process is built to integrate with your existing structure, not disrupt it. You can also keep your current investment advisor—we’ll collaborate with your team unless you ask us to take the lead.

They’re completely integrated. Every investment decision we make is aligned with your tax strategy, estate plan, and cash flow goals. Our goal is to ensure your portfolio doesn’t just perform—it performs with purpose and within the full context of your financial life.

Very little. We’ve invested heavily in tech, systems, and process design so that your involvement is minimal. Most clients spend 30 minutes or less per week, and onboarding typically takes an hour or less to evaluate if we’re a fit.

No. Our investment management services are month-to-month. You can cancel at any time—and if life gets in the way, we’ll even pause your fees until you're ready to re-engage. This isn’t just flexible—it’s built on trust and doing the right thing.