Bowman Asset Management, Inc., focuses on helping clients develop tax-efficient strategies for the growth, preservation, and distribution of family wealth. We will work with you to evaluate your current situation and formulate a strategy for your secure financial future. We believe in a team approach that includes working with your other advisors, including your CPA or attorney, as needed. Areas of focus include comprehensive financial planning, retirement income solutions, and wealth management services to families, individuals, corporate executives, professionals, and business owners.
We strive to build wealth for our clients through sound investment advice, while retaining wealth through risk reduction, tax, and estate planning strategies.