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

Our Firm Our Process