Bowen Private Wealth

At Bowen Financial Group, we recognize that high net worth clients need and expect a higher level of service and require more complex investment management, advanced tax planning, and innovative estate and legacy planning.

At Bowen Financial Group, we recognize that high net worth clients need and expect a higher level of service and require more complex investment management, advanced tax planning, and innovative estate and legacy planning.

Financial plans for high net worth clients should be designed to help protect against one of the greatest danger they’ll face – taxes. Unfortunately, with constantly changing laws, assets are often not properly allocated to help protect against tax erosion.

Our Private Wealth division is designed to meet the specific needs of clients with a net worth higher than $10,000,000. We accomplish this by partnering with estate planning attorneys and CPAs to help protect and grow wealth while reducing taxes when possible.

We provide the following services to our Private Wealth clients:

  • Limited Partnerships
  • Custom-Built Portfolios
  • Options Modeling
  • Advanced Income Tax Planning
  • Will and Trusts
  • Tax-Loss Harvesting
  • Charitable Giving

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To talk to us more about our Private Wealth division, please contact us at 843.203.2030 or fill out the confidential form below.

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