Bosch Private Wealth

Investment ManagementUnited States2-10 Employees

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 .

Sign up for free to view info

Email Format Employee directory