Welcome to Bowtell & Associates Wealth Management
We provide personalized wealth management solutions, tailored to your unique goals. With over 25 years of experience in the financial industry, our team understands that each client’s journey is distinct. With a commitment to honesty, integrity and fostering meaningful personal connections, we empower our clients to navigate complex financial landscapes with confidence.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 25 years combined experience in financial services, and our expertise is complemented by that of IG's in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life - a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That's why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Justin was recommended to me as a Financial Advisor when I moved into the area. From our first meeting, he has been knowledgeable and patient, as well as respectful of my time and my current and retirement financial goals. I always leave feeling confident that my concerns have been addressed and questions answered. I know I am on the financial path I want to be on, and with Justin’s skillset and knowledge I will get there ahead of schedule.
- Nicole D.
Justin has been an amazing Financial Advisor. I've worked with him for several years and he's yet to disappoint me. He has allowed me to have fully engaged conversations when I have questions and he provides proper educated responses; he takes the time to thoroughly explain the whys behind everything he's doing for you; and he's genuinely interested in what clients' concerns are. I've really enjoyed my experience working with Justin and can firmly say I'll continue to make financial contributions through him and IG wealth Management for as long as I can!
- Isaac B.
Justin has been making the financial planning process simple, worry free and, most importantly, effective for myself for over 14 years.
- Cale S.