Charting a better
financial course.
We sit at the center of your financial life — unifying your investment manager, CPA, estate attorney, and other advisors into one coordinated, fiduciary-led strategy.
We sit at the center of your financial life — unifying your investment manager, CPA, estate attorney, and other advisors into one coordinated, fiduciary-led strategy.
The typical high-net-worth client works with four or more advisors operating in silos. Coordination falls to you. We change that — serving as the hub that connects and directs your entire financial team, led by a tax attorney and CFP® fluent in the language of your other advisors.
One relationship. One unified strategy. One fiduciary standard of care across every dimension of your wealth.
Most advisors are only required to recommend what’s “suitable” for someone like you. As a fiduciary, BPW is legally and ethically obligated to act in your interest above all else — including our own.
Fiduciary standard of care — the highest duty recognized by law
Integrated, multi-disciplinary planning that adapts continuously to your goals and life circumstances.
Learn more30+ years of high-level planning focused on minimizing your liability — not just producing returns.
Learn moreDisciplined portfolio management driven by your complete financial picture, not the market alone.
Learn moreFor business owners, personal and commercial finances are inseparable. We help you plan across both.
Learn moreLegacy planning that reflects your values — not just tax minimization, but the story you leave behind.
Learn moreObjective, fiduciary-standard review of all your coverage. We do not sell insurance — we optimize it.
Learn moreAs a CFP® and tax attorney, Steve Bloch has advised high-net-worth individuals and families on personal and business financial matters since 1993. He began his career in the International Tax Planning Groups at Ernst & Young and Deloitte & Touche, leading creative tax planning for public and private companies and ultra-high-net-worth individuals.
A graduate of Harvard College and Fordham University School of Law, Steve previously served as Managing Partner of Lexington Financial Management (Beverly Hills) and Atlas Advisory Partners before founding Bloch Private Wealth.
Let’s start with a conversation. No obligation, no product pitch.