Charting a better financial course.Discover the many advantages of our comprehensive, holistic approach to your finances.
Today, the typical high net worth individual has 4 or more advisors, including a CPA, estate attorney, investment manager, and insurance agent, to name a few. These advisors usually work within an informational vacuum, providing services without understanding their client’s complete financial picture. Overall coordination is left to you, the client, to get your advisors on the same page and working together — something you probably don’t have the time to do.
At Bloch Private Wealth, we have the experience and knowledge to ensure that your financial, legal, and accounting experts work together from a coordinated plan designed to address your entire financial universe, not just a limited area of expertise. Our comprehensive approach enables you to interface with a single service provider — much like a personal CFO — rather than spending your time calling three people every time you need advice. We serve as your overall coordinator of financial services, focused solely on managing and protecting your family’s wealth and business interests.
The BPW Difference
As a Registered Investment Advisor we bring a fiduciary level of care to our advice, ensuring that the services you receive are the result of a methodology that is focused on you and not the sale of financial products. Clients receive consolidated reporting, a broad and multi-generational view of wealth management, unbiased tax and investment advice, and coordinated, well-timed service delivery. Our technology enables you to stay informed about your financial situation 24 hours a day, 7 days a week.
Traditional Financial Services*
- Product oriented
- Investment-management focused
- Advice centered on “in-house” portfolio only
- Little or no coordination/collaboration with third-party providers
- Service oriented toward individual client
- Advice is required to only be suitable for someone like you
Bloch Private Wealth
- Product neutral
- Investments are managed in the context of the family “balance sheet”
- Advice reflects a full view of client’s assets
- Coordinates/collaborates with all providers to develop an integrated weatlh strategy
- Service focuses on the family “entity”
- Fiduciary standard of care: Your interests must be placed first
*Includes private banking and investment houses offering expanded services
Private Client Benefits
Account Aggregation and Organizer
Connect all of your accounts for a consolidated view of your complete financial picture in one place
Financial Goal Tracking
Easily add, personalize, and track progress toward your financial goals
Unlimited Document Storage
Safely store all of your important files and pictures and access them from anywhere
Private and Personal
Complete control over what your advisor can view
Spending and Budgeting
Create budgets and track spending automatically by linking bank and credit card accounts
Always be connected with your complete financial world from anywhere with an internet connection
Multi-layered security approach with constant monitoring and third-party testing and assessment
BPW in the News
Steven J. Bloch, Esq.
As Managing Partner of Bloch Private Wealth, LLC (formerly MHB Financial Group, LLC), Steve Bloch has advised high net worth individuals and families on personal and business matters since 1993. He brings a deep wealth of knowledge and experience to his clients. Steve is a graduate of both Harvard College and Fordham University’s School of Law, and is a member in good standing of the New Jersey Bar. He is also a Certified Financial Planner™ professional.
Steve spent the first decade of his career as a member of the International Tax Planning Groups at Ernst & Young LLP and Deloitte & Touche LLP, where he had principal responsibility for providing creative income tax planning techniques for public and private companies and their owners. He was also deeply involved in the design and implementation of tax-efficient wealth preservation strategies for ultra-high net worth individuals.
Prior to founding Bloch Private Wealth, Steve was the Managing Partner of both Lexington Financial Management LLC, a Beverly Hills-based business management firm that caters to the entertainment industry, and Atlas Advisory Partners LLC, a boutique tax consulting and compliance firm.
Contact us today to find out how we
can help you navigate your financial future