We are Fiduciaries
knowledgeable, experienced, objective advice.
Named as one of the “Top 50 Wealth Managers” by Forbes
Steward Your Wealth with Confidence
Experience personalized wealth management with an independent, fiduciary-focused team dedicated to your financial success.
- Personal Fiduciary Investment Management Services
- Investment Management Services For 401-(K) / 403-(B) Plans
- Retirement Plan Analysis
- Endowment, Foundation & Scholarship Fund Fiduciary Services
- Employers
About Us
We are a team of financial professionals who have decades of experience in assisting our clients to implement prudent investment strategies based on each individual’s personal goals and objectives.
Most individuals do not have access to objective, experienced, professional money management and advice. Many people try to manage their own accounts without the benefit of a dedicated team of advisors to assist them with asset allocation strategies, risk management, diversification techniques, and rebalancing principles.
Because we are Investment Advisor Representatives, we have a fiduciary responsibility to provide you with the best possible advice and management for your individual situation.
We appreciate you taking the time to visit our site and welcome you to contact our team of advisors to answer any questions you have at 888-746-9110, or email us at [email protected].
A strong history of serving our clients
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Intern at a financial firm
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Licensed for life and health insurance
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Licensed for investments
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Licensed as a fiduciary registered investment advisor representative
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joined Independent Financial Partners (Founding Member of IFP Group)
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IFP named a Top RIA firm with Investment News
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IFP named a Top 50 RIA firm by Forbes.
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Bosch Financial named one of only 127 CEFEX Certified firms for Fiduciary Investment Management Process.
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Changed DBA name to Bosch Private Wealth to better reflect our services.
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Ed publishes the best-selling book “book name”.