Teton Wealth Management Closing Its Doors as President & Founder Retires

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Jackson Hole-Based Investment Adviser Offers Transitional Solutions to Clients Before Finalizing Retirement

I am recommending Miller Russell Associates to my clients because like Teton Wealth Management, its work is entirely focused on its clients.

Teton Wealth Management, a Jackson hole-based investment adviser providing customized wealth management solutions for discerning individuals, families and trusts, recently announced it is closing its doors as President and Founder Richard Bloom transitions to retirement.

Teton Wealth Management was founded in 2005 and currently advises on more than $20 million in assets. The firm prides itself on focusing entirely on achieving its clients’ goals, rather than its own. By controlling risk and consistently striving to deliver above benchmark investment returns, the firm successfully achieved client investment goals and earned its clients’ trust and loyalty.

“I am fortunate and happy to announce that I am transitioning toward retirement. It wasn’t an easy decision for me to leave the work that has allowed me to be of service to my clients,” said Bloom. “While readying for retirement, my first responsibility is to prepare and offer a clear path forward for my clients. I am committed to not closing the Teton Wealth Management offices until each and every client has successfully transitioned to a new adviser.”

Teton Wealth Management is connecting its clients with Miller Russell Associates as its recommended choice of investment adviser. Miller Russell Associates is a Phoenix-based premier and independent investment adviser that currently services many clients in Jackson Hole. Teton Wealth Management and Miller Russell Associates have worked together as partners and strategic allies for more than 15 years.

Bloom originally engaged Miller Russell Associates as investment manager for the Teton Science Schools (TSS) endowment when he was CFO for the TSS 15 years ago. Miller Russell Associates still stewards the endowment today.

“I am recommending Miller Russell Associates to my clients because like Teton Wealth Management, its work is entirely focused on its clients,” added Bloom. “We are committed to our clients and their goals. Miller Russell Associates is set up to serve clients for generations to come. The firm has a sustainable partner and employee-ownership model that ensures long-term stability.”

For more information on Teton Wealth Management, please visit http://www.tetonwealth.com.

About Teton Wealth Management

Teton Wealth Management, Inc. is a Jackson Hole, Wyoming based company founded on an objective, disciplined investment approach that occurs in the context of an accessible, personal relationship. It provides customized wealth management solutions for discerning individuals, families and trusts. For more information, visit tetonwealth.com

About Miller Russell Associates

Miller Russell Associates is one of the Southwest’s largest wealth management and registered investment advisory firms (RIA), headquartered in Phoenix. Independent and partner-owned, Miller Russell Associates provides investment, wealth management and tax compliance and consulting services to individuals and families, corporate retirement plans, endowments and foundations, and sovereign nations throughout the Western United States. Miller Russell Associates currently has more than $2 billion in assets under management and consultation and employs nearly 40 professional and support staff. The firm has earned the prestigious CEFEX certification, an independent assessment that recognizes that the firm adheres to the industry’s best fiduciary practices. For more information, visit miller-russell.com.

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Melissa DiGianfilippo
Serendipit Consulting
since: 04/2010
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