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.

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How Can We Help?

Financial Planning Services

We use time-tested methods of accumulating and preserving assets through investment balance, risk management, budgeting, and systematic savings.

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Insurance Planning Services

Risk management is an important element in the overall planning process. We offer life insurance, fixed annuities, and long term care insurance to help you in this area.

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Investment Management Services

We offer an extensive array of investments, including mutual funds, variable annuities, real estate investment trusts (REIT), and 529 plans.

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Retirement Planning Services

We provide a range of tax-advantaged plans to help you plan for retirement, including Individual Retirement Accounts, Roth IRAs, Simple IRAs (for business owners), Simplified Employee Pensions, Profit Sharing, and 401K Plans.

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Education Planning Services

To assist you in planning your children’s or grandchildren’s future, we offer Custodial Accounts (UTMA/UGMA), Education Savings Accounts (Education IRA), and 529 Plans.

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Financial Advisors

Every member of our team is dedicated to offering you the most professional and committed service. We pride ourselves on establishing lasting relationships that are built upon clear, consistent, concise communication.

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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

423-826-7334 – Office
423-826-7330 – Fax