Building Wealth with Strategy, Efficiency, and Purpose
Our Services
Bloomwood's philosophy on fees: Clients should get
AT LEAST 3x the value of the fee they pay for Bloomwood's services.
Satisfaction guaranteed. Cancel at any time.
$1,000 - $20,000/Mo
Unlocked Wealth
Unlock your wealth through sophisticated tax, financial, and estate planning in 30 minutes or less per week. Whether you are a young owner and building confidently towards wealth or older and looking to unlock the wealth you have accumulated, Bloomwood’s goal is to set you on a path towards a level of wealth and legacy you have not even imagined yet.
From investment oversight and tax planning to estate structuring and philanthropic giving, we ensure that all of your service professionals and your wealth are aligned with your values, goals, and future generations.
1% for $1,000,000+ Managed. 1.50% if Less
Investment Management
Your wealth should work as hard as you do. Our Investment Management services are designed for business owners, high-earning professionals, and families looking for a strategic, tax-efficient investment approach.
We go beyond traditional investment management by integrating financial planning, tax optimization, and estate strategies into one cohesive plan. Whether you’re growing your wealth, preparing for a major liquidity event, or transitioning into retirement, our approach ensures that every financial decision aligns with your long-term vision.
$6,000 - $150,000 One Time Fee
Financial Plan
Your time is limited—and your financial strategy should make the most of it. Our Financial Planning services are built for business owners, high-earning professionals, and modern families who want to make smarter, more efficient decisions with their money.
We don’t just run projections—we help you engineer a path forward, integrating tax planning, cash flow strategy, estate considerations, and real-life logistics into one clear, actionable plan. Whether you’re growing a business, navigating complexity, or simply want more clarity and control, our planning process ensures that every financial move supports your long-term goals.
Stay Informed. Stay Ahead.
Insights to Help You Build & Protect Wealth
The financial landscape is always evolving, and staying ahead requires access to the latest strategies, trends, and insights. Our blog provides practical, actionable content covering everything from tax-saving techniques to investment strategies for business owners.
