Wealth.com Resources

Wealth.com is the industry’s leading estate planning platform, built and maintained by leading estate attorneys. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high-quality document creation, visualization for complex estates, AI extraction capabilities and elegant client reports. 

Clients are given direct, unlimited access to Wealth.com’s online platform to create, update and manage their estate plans. Wealth.com guides our clients through the process of creating an estate plan through a series of questions, demystifying an often-daunting process. It also allows our clients to easily update their documents as often as they need to. Advisors at Bloom Financial are also able to access our clients’ estate plans to help uncover potential strategies and to help our clients ensure their estate plans match their goals.

Edgar Torres with Bloom Financial offers investment advisory services and products through AE Wealth Management, LLC (“AEWM”), a Registered Investment Adviser.  When making referrals to Wealth.com, for estate planning, (Advisor) is acting in a separate outside business capacity. This activity is not part of their financial advisory and investments services. The estate planning services are offered through Wealth.com, a third-party firm who is independent of the firm. AEWM is not affiliated with Wealth.com. AEWM does not oversee, supervise, or guarantee the accuracy of the estate planning activities, output, our services offered through Wealth.com. 4517950 – 08/26