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THE BLOOM WILLIAMS GROUP

Welcome to the Rockefeller Global Family Office

At The Bloom Williams Group, we understand that wealth management takes each of our clients on their own unique journey – however we have cultivated a dynamic wealth management process capable of servicing various goals and objectives. Our operation’s foundation is built on the relationships we have cultivated with our clients and the value we ascribe to honesty and transparency throughout the financial management journey.

Being a part of Rockefeller provides us with the opportunity to offer our clients unparalleled service, access to uncommon investment opportunities, a seamless digital platform, and access to premier lifestyle advisor partners.

THE BLOOM WILLIAMS GROUP 

415-830-5790

400 Union Avenue SE
Suite 200
Olympia, WA 98501

“Regardless of the state of the broader financial markets, we remain dedicated to addressing our clients’ unique needs with complex and well thought out wealth management solutions.”

Dennis P Bloom, CPFA, CRPC®, CIMA®, Senior Vice President, Private Wealth Advisor

Our ability to understand our clients’ needs and objectives gives us the tools we need to craft wealth management plans focused on growing wealth today, but also preserving it in the future.

DENNIS P BLOOM, CPFA, CRPC®, CIMA®

Senior Vice President, Private Wealth Advisor
DBloom@rockco.com
(360) 634-8330

LANCE A WILLIAMS, CFP®

Senior Vice President, Private Wealth Advisor
LWilliams@rockco.com
(360) 634-8331

JANELLE CROMWELL, CPFA, CFP®

Vice President, Private Wealth Advisor
JCromwell@rockco.com
(360) 634-8332

MARGIE M CHAMBERLIN

Vice President, Private Wealth Advisor
MChamberlin@rockco.com
(360) 634-8333

PAMELA LAMICHHANE

Associate, Senior Client Associate
PLamichhane@rockco.com
(360) 634-8334
Biography +

VICTORIA V KWANGWANH

Associate, Client Associate
VKwangwanh@rockco.com
(360) 634-8335

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Our Ideas
Winning By Being Less Bad
Winning By Being Less Bad
The Dollar’s reign as the global reserve currency
Rockefeller Capital Management Expands Strategic Advisory Practice with the Addition of Jim Ratigan
Rockefeller Capital Management Expands Strategic Advisory Practice with the Addition of Jim Ratigan
Uniquely Rockefeller Special Client Event – Yvon Chouinard
Uniquely Rockefeller Special Client Event – Yvon Chouinard
A Conversation with Yvon Chouinard, Founder of Patagonia
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