OUR SERVICES ARE NOT ONE-SIZE-FITS-ALL. IN FACT, WE INTERVIEW NEW CLIENTS AS EXTENSIVELY AS THEY INTERVIEW US TO HELP ENSURE THAT EACH RELATIONSHIP IS A WELL-SUITED MATCH
We proactively work with our clients' accountants and attorneys to ensure no detail is overlooked.
We cater to those seeking a long-term trusted partnership who value a disciplined, purposeful approach to investing.
OUR SERVICES // what we do
Just as the running end of the bowline requires many twists and turns to shape its loop, our wealth management philosophy delves into more than just the financial aspect of a client’s life – as we meld physical, familial, charitable considerations (and more) to construct a full in-depth fiscal life strategy. The dynamic nature of Bowline Wealth Management's planning and ongoing monitoring essentially cinches the knot, giving our clients confidence that their financial future is secure.
Our process is built on mutual responsibility shared by the client and the advisor. As the advisor, we work passionately, investigate diligently and communicate frankly. We ask our clients to strive for the same. Our most successful relationships are highlighted by clients that are actively engaged and accountable to the process. Further, we are committed to providing the highest level of professional standards put forward by the Certified Financial Planner Board of Standards, Inc.
OUR BRAND // what it represents
Our services are embodied by the heritage of a bowline knot. With its origins in centuries-old sail rigging, the bowline has a renowned reputation as the 'king of knots'. It is regarded for its simplicity: easy to tie (many do so with one hand) and easy to unravel. However, once fully composed with the standing end pulled taut, the bowline's security and strength are unrivaled.
VARIATIONS OF THE BOWLINE CONTINUE TO SHOW THEIR UTILITY IN MARITIME, RESCUE & HOISTING APPLICATIONS TODAY
ASSET MANAGEMENT
CASH FLOW ANALYSIS
RETIREMENT PLANNING
COLLEGE SAVINGS
ESTATE ADMINISTRATION
RISK MANAGEMENT
INSURANCE PLANNING
BUSINESS PLANNING
TAX PLANNING
Individualized portfolio development with a disciplined, purposeful allocation encompassing all types of assets, not just investments.
What That Means >
ASSET MANAGEMENT
Simple in theory, complicated in practice, yet critical to the full wealth management process: What Comes In - What Goes Out = What Remains.
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CASH FLOW ANALYSIS
Design your retirement, tailor its various stages, live contently with peace of mind. Rocking chairs, early bird specials and shuffleboard optional.
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RETIREMENT PLANNING
Explore the most advantageous ways to save vs finance in order to realistically fund the costs of future higher education.
What That Means >
COLLEGE
SAVINGS
We know our way around wills, trusts, powers of attorney and more to strategically plan the most impactful legacy to help those left behind.
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ESTATE ADMINISTRATION
Life is unpredictable, so we do our best to plan and protect ahead of "what if" scenarios.
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RISK
MANAGEMENT
We do not sell insurance products, but we are aligned with demonstrated, trusted professionals that do.
What That Means >
INSURANCE
PLANNING
Whether you are looking to protect your assets, establish a corporate retirement plan or need a succession plan, we are well versed in business dealings of any scale.
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BUSINESS PLANNING
Tis impossible to be sure of any thing but death and taxes. (c. 1716) Our process seeks to increase value through the implementation of various tax mitigation strategies.
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TAX
PLANNING
OUR FEES // compensation structure
Bowline Wealth Management is compensated solely by the client. Unlike brokered or fee-based engagements, we do not receive commissions, awards, finder’s fees, bonuses or other forms of compensation from any third-party as a result of a client’s implementation of individual planning recommendations.