Investment Advisory and Wealth Management Services
Wealth Management Consulting
As you strive to grow your personal net worth, the financial challenges you face may become increasingly complex. As a result, each level of net worth may require a different mix of products and services to help you plan for your financial future. Bowman Asset Management provides Wealth Management Consulting services for specific needs such as Retirement Income Planning, Tax Reduction Strategies, Family Wealth & Legacy Planning, Protection Planning and Small Business Owner & Corporate Executive Benefits. We have the flexibility to provide these services hourly or per plan, whatever your individual needs may be.
Preferred Portfolio Services
A family of managed portfolios that can help us simplify your investments. You'll have both a financial professional managing your overall financial picture and a team of experts constantly monitoring and rebalancing your portfolio - making your balancing act a little easier, and letting you go about the rest of your life with even more confidence that your money is working as hard as it can for you.
Beacon Stop-Loss Strategy
As a next-generation money manager, Beacon Capital Management provides cost-efficient portfolios designed to capture market gains while limiting market losses. Effective risk management attempts to stop investment losses before they become destructive. For this reason, Beacon has a stop-loss strategy in place. If the Beacon proprietary index drops a predetermined amount, the stop-loss triggers and automatically sells equities within the portfolio.