Empowering Your Financial Journey
At Bowers Private Wealth Management, we specialize in tax-focused comprehensive financial planning for small-business owners and equity-compensated IT and biotech professionals navigating the complexities of the Sandwich Generation. Our mission is to help alleviate the financial challenges you face, enabling you to focus on what truly matters—your family, career, and personal aspirations.
Personalized Financial Planning
Tailored specifically to your situation. Our goal is for your ongoing planning to encompass all key areas of your life to help you reach your own unique financial objectives.
Commitment to Excellence
Our team is dedicated to delivering exceptional service. We’re here when you need us, and we’re always striving to ensure that your financial strategies are effectively aligned with your goals. Through regularly scheduled meetings and periodic check-ins, we ensure that your financial plan remains closely aligned with your evolving circumstances.
Comprehensive Support
Beyond planning, we offer ongoing coaching to help you implement and stay on track with your financial plan, adapting to life's changes as they happen, and guiding you through important decisions. Our open-door policy ensures you have a trusted guide on hand for every decision, from the everyday to the life-changing.
Cutting-Edge Technology
Leveraging advanced financial planning tools, we provide real-time insights into your financial health, enhancing decision-making and planning efficiency. You’ll have direct access to our software and platforms, so you can easily track progress and stay connected to your accounts. Our tax-planning software also allows us to model and compare strategies side by side, helping you see the potential impact before making a decision.
Strategic Partnerships
Our network of professionals offers additional expertise, in efforts to ensure that all aspects of your financial life are seamlessly integrated. By collaborating with these trusted professionals, we can help ensure that all bases are covered and are fully aligned with your objectives.
We’re Employed by The Clients We Serve
As an independent firm, we work for our clients. Our services typically involve two sets of fees: a flat fee for planning based on the level of services and complexity, and a set fee for investment advice and management. This allows us to be very flexible as we tailor our planning to your specific needs.