Our Services

Our mission is to be a wealth advisory firm that truly understands what matters most to our clients and is a thoughtful steward of their complete financial picture. Below is our full suite of services available across five dimensions of wealth.

Impact
- Charitable giving
- Philanthropic planning
- Donor-Advised fund creation
- ESG & Socially Responsible Investing
Financial
- Investment Management
- Cash Flow Planning & Strategy
- Asset Allocation
- Risk Management & Insurance Planning
- BUDGETING
- TAX PLANNING
- Customized Financial Planning
Family
Career
- RSU & Stock Option Planning
- Benefits Planning
- Planning for the Sale of a Business
- Business Exit Planning
- Retirement Planning
Personal
- Advisory Team Coordination
- Life Intersection Planning
- “What’s Next for Me?” Planning

Dimensions of Wealth

We actively listen to you to understand your complete financial picture across five dimensions of wealth. A deep understanding of these dimensions assists us in creating a customized financial plan that is uniquely tailored to you. Your financial plan is dynamic and will change and evolve over time to match you and your life.

Learn More

Get a strategic plan custom tailored to you.

If you would like to know more about our services and how we can create a customized financial plan for you, simply fill out the required fields in the form below and click the submit button, and a principal from B|O|S will get back to you shortly.

Jennifer Ellison, CFA

Principal