Private Wealth & Asset Management
We aim to help our clients make the most of their resources and achieve their financial goals. Whether you’re looking to accumulate wealth or preserve what you have, we have the expertise and experience to guide you every step of the way.
How Can We Help?
Financial Planning Services
Insurance Planning Services
Investment Management Services
Retirement Planning Services
Education Planning Services
Getting Started is Simple
At our initial meeting, our priority is getting to know you and your financial goals. We’ll gather basic information, review your household budget, and answer any questions you have about investing.
In the planning stage, we’ll gather and organize your documents and data, prioritize your goals, and develop a plan for meeting those goals. Targets will be set to define success.
Online access will be set up so you can monitor your accounts. Any paperwork for transferring or creating new accounts will be completed, and we’ll set up future appointments to check in.
As we monitor your progress together, we’ll update your portfolio, plan, and budget. We can check tax returns for missed opportunities and discuss future needs like insurance, college planning, or a new home.
Why Bowater Wealth Management
We understand that every client is different. Choose Bowater Wealth Management for personalized financial planning that puts your goals first.
Contact a Wealth Manager
We will work with you to develop a customized investment strategy based on your unique needs, preferences, and risk tolerance. With our expertise and commitment to delivering exceptional service, you can feel confident that your wealth is in capable hands. Contact us today to learn more about how we can help you manage and grow your assets.
5123 Highway 11 S, Calhoun, TN 37309
Athens, TN 37303