Our Mission
At Bowers Private Wealth Management, we empower individuals and small business owners in the Sandwich Generation to navigate life's financial complexities with confidence. We are your trusted partner, providing personalized wealth management solutions tailored to your unique needs and aspirations.
Who We Serve
We primarily assist two distinct groups:
- Small-Business Owners: Owners of small businesses navigate complex financial decisions related to business succession, retirement planning, and risk management.
- Equity-Compensated IT & Biotech Professionals: Professionals in these fields grapple with maximizing their compensation packages, planning for retirement, and balancing financial goals with personal aspirations.
Our Comprehensive Services
We offer a diverse range of services designed to address your holistic financial well-being:
Financial Planning & Investment Management
- Goal-setting and financial planning
- Investment portfolio management
- Retirement planning and analysis
- Estate and succession planning
- Tax optimization strategies
Specialized Expertise
- Small Business Planning: Business exit strategies, key-man agreements, and 401(k) management
- Retirement Planning: Comprehensive strategies for maximizing retirement plans and achieving financial independence
- Tax Optimization: Comprehensive tax planning and compliance solutions
- Alternative Investments: Access to private wealth strategies for accredited investors
What Sets Us Apart
Our approach to wealth management sets us apart:
- Unbiased planning: We prioritize your needs and interests, free from industry bias.
- Client-centered approach: We involve you in every step of the process, ensuring your voice is heard.
- Transparent communication: We provide clear and concise explanations of our strategies and fees.
- Comprehensive expertise: Our team of professionals have extensive experience across diverse financial disciplines.
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