All walks
of wealth.

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

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.

Wealth Building Checklist for Successful 30-Somethings Blog Post

Wealth Building Checklist for Successful 30-Somethings

It wasn’t that long ago that I was in my 30s. During those years, I built a career, bought a home, had children, made some good decisions, made some not-so-good ones, and survived a historic financial crisis. With the benefit of hindsight, here are 10 things I learned during those years about building wealt... continue reading

IRS Releases Additional Guidance on Rental Property and the Section 199A Deduction Blog Post

IRS Releases Additional Guidance on Rental Property and the Section 199A Deduction

What Bad Blood Can Teach Us About Evaluating Investment Opportunities Blog Post

What Bad Blood Can Teach Us About Evaluating Investment Opportunities
View The Blog

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.

Get to know us

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.

SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox