We specialize in providing tailored Private Wealth Management services to Accredited Investors and Qualified Purchasers.
If you have more than a million dollars in net worth (excluding your primary residence) or earn over $200,000 as an individual or $300,000 as a couple, the SEC allows you to invest in asset classes not available to retail investors.
If you are an Accredited Investor or Qualified Purchaser and working with a traditional financial advisor, you may be missing out on opportunities made available to you because of your financial status.
Through our nationwide network of partners, we offer a multi-disciplinary approach to Private Wealth Management. In working with our team of experts we will help you determine if our Private Client Group or Family Office is the most appropriate for you and your family.
We work alongside of your tax and legal team to create custom strategies for your wealth in these areas:
Goals-Based Planning & Investing, Tax Strategy & Planning, Wealth Strategies & Estate Planning
Private & Alternative Investing, Trust Services, Private Banking & Lending
Risk Management & Insurance, Family Governance, Philanthropy/Giving
Securities offered through IFP Securities, LLC, dba Independent Financial Partners, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor. Bosch Private Wealth and Independent Financial Partners are separate entities from IFP Securities, LLC. Third party posts found on this profile do not reflect the views of IFP Securities and have not been reviewed by IFP Securities as to accuracy or completeness. For a list of the states in which I am/we are registered to do business, please visit www.BoschFinancial.com .
Company Details
- Employees
- 6
- Address
- 541 Buttermilk Pike,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- boschfinancial.com
- HQ
- Crescent Springs, KY
Bosch Private Wealth Questions
Bosch Private Wealth's website is boschfinancial.com
Bosch Private Wealth's LinkedIn profile is https://www.linkedin.com/company/bosch-private-wealth
Bosch Private Wealth has
6 employees.
View email and phone details for 6
employees at Bosch Private Wealth.
Bosch Private Wealth's industry is
Investment Management
Bosch Private Wealth's top competitors are
Toebben Builders, Inc.,
Bosch,
White Oak Real Estate Advisors,
Setzer Properties,
The Profit Move.,
Bluegrass Angels,
Bosch Financial Inc.,
Key Investment Solutions Inc,
Toebben Companies,
Bosch Ventures.
Bosch Private Wealth's categories are Investment Management
