Home | Bowman Wealth Management

Even as wealth builders you need to know...

That Your Lifestyle Can Be Maintained

We create financial strategies tailored to your goals.

That Your Loved Ones And The Charities You Care About Will Be Taken Care Of

Years of experience have prepared us to guide you through your life transitions.

How You Will Accomplish This

We believe in a well choreographed journey to your destination.

As a fiduciary, you need the best options within set guidelines.

We Work With The City Treasurer To Manage The Assets Of Your Municipality.

As an RIA, many investments can be explored that adhere to your policy statement.

We Work With Endowments Of Non-profits And Universities.

As an RIA, many investments can be explored for safety and income.

Client Centered

Individuals

Whether you're facing retirement-selling a business-or looking to better understand certain investment, tax and estate planning ideas centered around philanthropy—we can help you address your most pressing financial questions, pose the questions you may not have considered, and provide solutions.

Endowments and Municipalities

We recognize there is a donor, an investment committee, and for municipalities, a treasurer, all with investment criteria. As a fiduciary, we always place the client first. As an RIA we have a vast array of options for adhering to investment policies.

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We Can Help.

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Investment Advisory for Individuals, Municipalities, and Endowments Financial, Tax & Estate Planning Philanthropic Planning