Wealth Management Expert Steve Goldbloom Featured in Newsweek
Steve Goldbloom, financial planning and wealth preservation expert, was recently featured in Newsweek as one of America’s PremierExperts.
Bellevue, WA – January 31, 2013 – Steve Goldbloom, Founder of Goldbloom Wealth Management, LLC, was recently featured in Newsweek with other leading professionals as one of America’s PremierExperts’® “Financial Trendsetters.” In the Newsweek feature, Steve Goldbloom and other leading financial experts were showcased for their forward thinking and successful strategies for wealth management, retirement planning, wealth building and much more.
Here is what the Newsweek feature had to say about Mr. Goldbloom:
Steve Goldbloom has been championing entrepreneurs, executives, professionals and their families for over 30 years in the world of money. Utilizing the same “value for value,” fair business approach that made him a front-runner in the Barter & Trade industry, Steve now helps clients optimize, preserve and effectively pass on their financial assets through generations. An expert problem solver, Steve negotiates complex financial problems on the client’s behalf according to their values, creating big wins for the client that wouldn’t be possible with just any financial planner. Through client education, industry independence, transparency and fiduciary behavior Steve and his team of “Best-in-Class” professionals offer a better, honest approach to financial planning for generations to come which is refreshing in today’s world.
Steve Goldbloom, Investment Advisor Representative (IAR) is CEO & Trusted Advisor at Goldbloom Wealth Management, LLC (GWM), a WA State Registered Investment Advisory firm. He graduated from Babson College with a B.S. degree with concentration in Finance in 1980.
“My belief about my profession is that it’s built for fiduciaries…not to sell to people products. That’s why I created GWM: to do the right thing for clients, to make sure their assets are available for use in whatever ways suit their own values. I use a team of subject matter experts to make sure clients get individual, best-in-class, coordinated advice (tax related, legal, securities, insurance, etc) that is in their best interest,” said Steve Goldbloom. “There are enough people out there looking to line their pockets with other peoples’ money; if I can make a living doing the right thing and helping people KEEP their money, then why wouldn’t I follow that path?”
Through GWM, Steve offers comprehensive wealth management with many services including professionally managed investment portfolios for qualified clients. Steve and GWM, as an RIA are held to a Fiduciary Standard which means 100% transparency with clients, no hidden fees and acting solely in the best interest of the client, using the client’s goals as the sole priority in serving them. Steve also serves less complex lifestyles with safe money strategies and income-for-life programs.
Learn more about Steve Goldbloom at http://www.stevegoldbloom.com/