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All walks
of wealth.

Are you ready for an investment and financial growth strategy that’s as unique as you are?

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At B|O|S, we’ve developed a powerfully personal, transparent approach to financial planning and wealth management.

We provide our clients with an array of financial services, including personal wealth management, customized financial planning, trust and estate planning, institutional investment strategies for attorneys, and all points in between. Since each client’s unique life and financial history requires its own roadmap, we custom-build a plan for every single client, designed specifically for their individual trajectory. We’re proud to have been in business for over 30 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry.

Inflation Part 2: The Bark That’s Worse Than the Bite Blog Post

Inflation Part 2: The Bark That’s Worse Than the Bite

Last May, my colleague Aaron Waxman wrote a timely blog post entitled “Inflation: The Dog That Hasn’t Barked,” outlining the absence of inflation during the start of the COVID-19 pandemic. Fast forward a year later, much has changed: the total U.S population is approximately 40% fully vaccin... continue reading

California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference? Blog Post

California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference?

Making Sense of Biden’s Tax Proposal Blog Post

Making Sense of Biden’s Tax Proposal
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The Team

Our principals, portfolio managers, and the administrative support teams are exceptionally qualified to serve our clients. With prestigious educational degrees, industry certifications and professional honors, we’re frequently quoted in top national and local financial publications, and consistently recognized by many of those publications as being in their top tier of wealth managers.

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B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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