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Services

Investments

At Bowman Wealth Management ,a high degree of attention is given to portfolio design.Your wants and needs are matched with your written analysis, to determine the most appropriate asset allocation.


Financial Planning

The advice provided in a written financial plan, whether basic or comprehensive, will serve to aid you in decisions about your current finances, and guide you as you pursue future goals and objectives.



Tax & Estate Planning

Although not synonymous terms, both tax & estate planning can have the objective of taking advantage of tax laws that allow one to minimize their tax burden.

Regardless of the reasons for an estate plan: selling a business, protecting family wealth, providing an income & lifestyle, or being philanthropic, we will work with your estate planning attorney to ensure the assets used to fund your trust are structured to meet their intended purpose.






Tax Preparation

Reviewing tax returns can be an essential part of the planning and advising process. Preparing tax returns also gives great insight into what opportunities are available to help minimize your tax burden.  Therefore, tax preparation is offered as a stand alone service.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

valeriejbowman@bowmanwealthmanagement.com   |  (310) 556-9639