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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.

How Prop 19 Could Affect California Property Tax Exclusions Blog Post

How Prop 19 Could Affect California Property Tax Exclusions

The passage of Proposition 19 on the November 3, 2020, ballot will have a significant financial impact on the transfer of real property to one’s heirs and for those homeowners who are over age 55, disabled, or victims of a natural disaster or waste contamination. Proposition 19 will limit the ability of hei... continue reading

For Tech Professionals, Value Stocks Make a Lot of Sense Blog Post

For Tech Professionals, Value Stocks Make a Lot of Sense

How to Safeguard Essential Documents and Precious Possessions Blog Post

How to Safeguard Essential Documents and Precious Possessions
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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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