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Are you ready for an investment and financial growth strategy that’s as unique as you are?
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.
For Tech Professionals, Value Stocks Make a Lot of Sense Blog Post
posted Jul 18th, by Aaron Waxman, CPA, CFP®
One of the basic building blocks in portfolio management is buying a lot of different “stuff.” The financial industry uses a more refined noun — diversification — that rolls gently off the tongue but may seem equally vague. What does diversification actually mean? Is prudent application of diversifica... continue reading
A Double-Edged Sword Blog Post
posted May 22nd, by Jeffrey D. Lancaster, CFP®
Quid, Me Anxius Sum? Blog Post
posted May 22nd, by Dave Campbell, CFA
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.
Get to know usB|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.
