What We Do

Unlike some advisors, Blockhouse Wealth Advisors does not have hundreds and hundreds of client relationships. Rather, Blockhouse Wealth Advisors has tens of tens.

We cannot provide the depth of service we commit to each relationship by working with too many clients.

A typical relationship with us may look like this:

1)      A deep understanding of each client’s goals and dreams.

2)      Regular personalized correspondence to cover what has specifically happened over the last 30 days in the economy and/or general news and specifically how it impacts our client’s stated goals.

3)      For those who want it, a personalized financial plan is part of any relationship and is included as part of any other fee arrangement.

4)      Take part in any other professional relationship meetings a client has. We will either sit in on calls or annual meetings with your CPA, estate planning attorney, or anyone else that we need.

5)      A comprehensive understanding of fees and how we are paid.