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Our Mission
Our commitment is to help you, our client, accumulate, preserve and transfer your wealth and to do it with the highest levels of integrity and professionalism.  We strive to fully understand and identify your financial and investment situation so we can design and implement a plan that helps you reach your goals.  At Octagon Wealth Management we want you to feel like you have a partner on the same side of the table guiding and advising you along the way.  Life’s twists and turns are inevitable which is why we’re here with you every step so you can spend more time enjoying life and all it has to offer.
About Us
Our Team
Get information on each member of our team.  We are here to serve and assist you.

Why Choose Us
Find out what makes us different from other financial advisors and why you should choose us to partner with to manage your investments and guide you through retirement.

Learn what services we can provide and how we charge for our services.

Directions and location of our office.

Registered Principal offering securities, insurance, and advisory services through FSC Securities Corporation, member FINRA/SIPC.  Additional insurance services offered through Octagon Wealth Management, LLC which is not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CO,FL, GA, IA, IL, MN, & WI.  No offers may be made or accepted from any resident outside the specific states referenced. 

IMPORTANT CONSUMER INFORMATION - A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Terri Bloom and Molly Stoffel are not registered with FSC Securities.

Check the background of this financial professional on FINRA's BrokerCheck.