News & Notes


Bloom Wealth and Legacy Planning is focused on the growth and protection of everything that is important to you – your family, your business, your career, your health, your retirement. Our integrated approach cultivates a specific plan for you and supports it through the different seasons and stages of your life. While we want to help you reach your end goals, we also believe it’s important that you thrive along the way. As the saying goes, the journey is as important as the destination.

You can expect us to anticipate ways to save and protect your wealth and keep you up to date on opportunities as they arise. We are here to help you find answers to tough questions, helping you solve problems now with the goal to provide you with as much peace of mind as possible for tomorrow. At Bloom Wealth and Legacy Planning, we’re here to find out what you want to achieve in the short and long term and then customize a plan that will help you get there.

Supported by a committed team whose skills and service enhance our partners’ vision for each client, Bloom Wealth and Legacy Planning is driven by a mantra of care, trust, and growth. You can count on us to be there for you, your family or your business during both the exciting and challenging times. Keeping your very best interests in mind are at the heart of our work each day. We’re here for you today, we’re in it for the long haul, and we look forward to earning your trust and watching you, and everything that’s important to you, flourish.

Insurance products (including segregated funds) are offered through multiple insurance carriers.

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