At Fagan & Boshart Wealth Management, we are focused on providing customized wealth management strategies and portfolio management for ultra-high-net-worth families, institutions and foundations. Our team utilizes the capabilities that only a firm such as J.P. Morgan can provide. We manage our clients' assets and facilitate their banking needs to parallel the personalized approach of a family office while giving clients access to opportunities only a global investment company can provide.
Fagan & Boshart Wealth Management has extensive experience in the financial services industry. The team members have received numerous awards acknowledging their various successes in the financial services industry and dedication to client service.
The formula that Fagan & Boshart Wealth Management uses to manage wealth takes into consideration many factors that are all imperative to the clients the team represents. The comprehensive process covers the following areas, all of which have equal importance in managing wealth:
Lifestyle and Banking
- Personal banking needs
- Mortgage and liability needs
- Cash flow needs
- Stock option analysis
- Hedging and monetization of concentrated equity positions
Personalized Financial Strategies
- Wealth preservation and transfer strategies
- Philanthropic giving
- Retirement planning services
- Traditional and alternative investments We understand that wealth can put a unique strain on families and that the succession of values between generations is important. We are here to support our clients beyond their everyday wealth management needs. In an effort to ensure the highest level of personal attention and responsiveness to our clients, Fagan & Boshart Wealth Management works with a limited number of clients and only accepts new relationships by referral.