Block Wealth Management, Inc

Overview

Block Wealth Management, Inc. is an independent registered investment adviser that positions itself as a discretionary wealth manager for high-net-worth individuals, families and smaller institutional clients. The firm is SEC-registered (2024) and owned by an individual principal. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible: percentage of assets under management, hourly charges and fixed fees are all in use. On the investment side, the firm relies heavily on pooled public vehicles—primarily mutual funds—as the backbone of client portfolios while also tapping third‑party managers for selected alternative exposures. Block Wealth Management does not characterize itself as an active ESG investor and is not built out as a multi-state adviser; it operates as a concentrated, single-office practice with fully discretionary authority over the assets it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices