BOWERS WEALTH MANAGEMENT, INC.

Overview

Bowers Wealth Management, Inc. is a fee-based advisory firm that provides discretionary portfolio management primarily for individual and family clients, with additional work for small businesses. The firm concentrates on traditional public markets, managing client relationships under a percentage-of-AUM fee model and running accounts on a discretionary basis. Bowers Wealth Management is not positioned as an ESG-focused manager and does not present itself as a pension consultant or capital allocator; its core activity is ongoing portfolio management for private clients. The firm has been SEC-registered since 2014.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices