Edward Bosch Jr.

We specialize in providing tailored Private Wealth Management services to Accredited Investors and Qualified Purchasers. If you have more than a million dollars in net worth (excluding your primary residence) or earn over $200,000 as an individual or $300,000 as a couple, the SEC allows you to invest in asset classes not available to retail investors. If you are an Accredited Investor or Qualified Purchaser and working with a traditional financial advisor, you may be missing out on opportunities made available to you because of your financial status. Through our nationwide network of partners, we offer a multi-disciplinary approach to Private Wealth Management. In working with our team of experts we will help you determine if our Private Client Group or Family Office is the most appropr...