Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929

What We Believe

Design, design, design. We’d emphasize it more, but then we’d feel really redundant. We’re part of an economy that is driven by results. How much? How fast? How lasting? Oftentimes actions are more focused on execution instead of conceptualization. As a consequence, financial decisions are usually made hastily and without regard for the overarching implications, leading to costly inefficiencies.

At Strategies for Wealth, we make it our responsibility to help ensure your maximum wealth potential through design. Our planning process strategy unique to your goals. We bring efficiency to your financial decisions. We help you minimize costs and work toward capturing more money for you. And most importantly, we’re never satisfied. We keep designing to keep you happy.

People need financial strategies that work ­­­ WE CAN HELP! We provide comprehensive financial planning for individuals, professionals, and business owners. OUR COMMITTMENT ­ Our planning process will help you identify hidden flaws in your financial world that result in money worries and erode financial efficiency. We develop new strategies for our clients that increase their economic confidence with certainty, not luck! Our goal is to help you make truly intelligent, informed decisions about what you do with your money. 

 
 

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