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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?

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.

Making the Most of Year-End Charitable Planning Blog Post

Making the Most of Year-End Charitable Planning

Traditionally, many individuals tend to think more about charitable giving in the 4th quarter of the year. Recognizing the financial challenges faced this year by not only individuals and businesses but also by nonprofit organizations, last March, the government signed into law the Coronavirus Aid, Relief, an... continue reading

Going Public With SPACs Blog Post

Going Public With SPACs

How Prop 19 Could Affect California Property Tax Exclusions Blog Post

How Prop 19 Could Affect California Property Tax Exclusions
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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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