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.


I offer my opinion on a tiny account for a distant cousin. It consists of a single balanced mutual fund. Since it’s a balanced fund of index funds, there haven’t been any performance surprises over the years. Or so I thought until last week, when I saw that the fund’s return through the end of the [&he... continue reading

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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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