Bowers Private Wealth Management specializes in investment consulting, wealth enhancement, wealth protection, and wealth transfer.
- Investment consulting – helping you make smart decisions with your money
- Wealth enhancement - strategies to mitigate income taxes and maximize cash flow
- Wealth protection - seeking to defend your assets against loss from both expected and unexpected events
- Wealth transfer - taking care of your heirs
A personal approach to your individual planning can involve many different areas including:
- Tying together the key areas of your finances and goals to form a unique and strategically tailored financial plan
- Planning your legacy
- Unbiased investment research and guidance
- Investing for the growth and ultimate preservation of your assets
- Insurance planning
- Saving for higher education
- Private Placement and Tax Advantaged Programs for accredited investors
- Group 401(k) and other Qualified Retirement Plans