"We are focused on providing customized wealth management strategies and portfolio management for ultra-high-net-worth families, institutions and foundations."
Wealth Partners
Fagan & Boshart Wealth Management

Wealth Partners
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."
About Fagan & Boshart Wealth Management

Welcome

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.

Our Team

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.

Meet Our Team

Insights

Investing

Is Europe on the brink of recession?

July 21, 2022An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect storm for the continent.Read Now
Investing

It’s the end of easy money. 5 charts count the ways

July 19, 2022Higher rates and tighter financial conditions create challenges for economies and asset markets. Here’s what you need to know.Read Now
Investing

Make the most of your company stock, today and tomorrow

July 19, 2022Your company stock position is the bedrock of your wealth. However, if you won’t need the entire position to achieve your longer-term goals, more immediate—and strategic—opportunities may await you in the areas of family gifting, charitable giving and cash flow management. Moreover, the strategies below are relevant for corporate insiders and individuals alike:Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.