Bosch Private Wealth

Services Offered

• Financial consultant
• Financial planner

About

An Accredited Investor or Qualified Purchaser working with a traditional financial advisor may be missing out on opportunities available because of financial status. With net worth exceeding $1M or earnings of $200K (individual) or $300K (couple), the SEC allows you to invest in asset classes not available to retail investors. We offer a multi-disciplinary approach to Private Wealth Management, working alongside your tax and legal team to create custom strategies for your wealth in these areas: Goals-Based Planning & Investing ~ Tax Strategy & Planning ~ Wealth Strategies & Estate Planning ~ Private & Alternative Investing ~ Trust Services ~ Private Banking & Lending ~ Risk Management & Insurance ~ Family Governance ~ Philanthropy/Giving

Reviews

Location

Business Information