WEALTH MANAGEMENT
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Bowman Financial Strategies
Wealth Management
Services.
Wealth Management in Englewood, Colorado
Wealth Management
We think investing advice still means something to clients—and we personally believe advisers do add value to plans and portfolios. Nothing can protect an individual completely from market volatility, but we align our clients’ portfolios with their risk tolerances to ensure that they’re comfortable with their wealth management choices. It’s all about listening, planning, executing, and monitoring the plan we have in place in partnership with the people we serve.
Understanding RMD Options: The Key to More Money, Less Stress in Retirement
If you have money in retirement accounts, there will come a day when you must begin taking Required Minimum Distributions. It’s important to be mindful of the rules, timing and your overall options. Download our guide to get the facts and begin planning your RMD strategy.
Research¹ has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha. Assets fall under three broad categories—stocks, and cash equivalents or money markets—but could also include property or real estate, commodities, futures, and cryptocurrencies, to name a few.² Once we understand your situation and retirement goals, we can begin to construct a plan, using different asset classes and instruments, products and services, to deliver a holistic strategy.
What we recommend to a client depends on that client’s specific, individual needs. There is no such thing as a one-size-fits-all approach in wealth management
¹ Markowitz, 1952; Sharpe, 1964; Brinson, Hood & Beebower, 1986; Brinson, Singer & Beebower, 1991; Ibbotson & Kaplan, 2000.
² Akhilesh Ganti, “Asset Class Definition,” Investopedia, accessed February 27, 2020, https://www.investopedia.com/terms/a/assetclasses.asp.
Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).