Wealth Management

Preserving Your Future

At Bowen Wealth, we realize the importance of preserving tomorrow’s wealth today. That’s why we offer robust estate planning services for everyone while also considering the unique needs of high-net-worth clients looking to retire.

Estate Planning

Estate planning is all about your loved ones and controlling your money for their sake.

Did you know that your estate may go to probate no matter what? Whether you have a will or not, a judge must validate and execute your will. If you don’t have a will, the state of South Carolina has one for you—and you might not like it!

The probate process is long and drawn-out, where all your financial affairs are made public and people can contest that they are owed some of your money. Because of that, attorneys can easily collect five to 10 percent of your gross estate in fees!

All that can be easily avoided with proper estate planning. That’s why we prefer using a revocable living trust to keep your affairs private by avoiding probate, making sure your money goes where you want it to go, and reducing the overall cost. Our type of trust and estate planning strategies are innovative and intuitive. Our Legacy Checklist can help you identify your current exposure and which areas need attention.

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Brandon Teaching

Private Wealth

At Bowen Wealth, 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 dangers 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 & Trusts
  • Tax-Loss Harvesting
  • Charitable Giving
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Brandon on Laptop

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