People Moves

Wyoming-Based Wealth Firm To Close Its Doors When Founder, President Retires

Eliane Chavagnon Editor - Family Wealth Report September 19, 2014

Wyoming-Based Wealth Firm To Close Its Doors When Founder, President Retires

Teton Wealth Management, a Jackson hole, WY-based investment adviser providing wealth management services for individuals, families and trusts, is closing its doors as its president and founder, Richard Bloom, retires .

Teton Wealth Management, a Jackson Hole, WY-based investment advisor providing wealth management services for individuals, families and trusts, will close its doors after its president and founder, Richard Bloom, retires.

“While readying for retirement, my first responsibility is to prepare and offer a clear path forward for my clients,” said Bloom. “I am committed to not closing the Teton Wealth Management offices until each and every client has successfully transitioned to a new advisor.”

Teton Wealth Management is connecting its clients with Phoenix, AZ-based Miller Russell Associates as its recommended choice of investment advisor.

Teton Wealth Management and Miller Russell Associates have worked together for over 15 years.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes