The Strength of Flexibility
Clear, Personalized Advice for Achieving Your Financial Goals
Concierge planning and wealth management
Strength
We take a highly collaborative approach, leveraging each advisor’s expertise to develop custom retirement and investment plans designed for balance, growth, and resiliency.
Flexibility
Our plans are designed to stay a step ahead of inevitable life changes and the ups and downs of the market, with built-in flexibility that enables seamless adjustment to new goals and strategies.
Longevity
We support families across multiple generations, whether it’s strategizing with you to help your kids become self-sufficient or parents be financially secure as they age.
Simplify the Big Decisions. Approach Retirement with Confidence.
We take a comprehensive approach to planning and wealth management, helping you optimize every aspect of your portfolio, with the goal of long-term success.
- Tax planning
- Retirement and personal investment accounts
- Retirement income planning
- Stock options, RSUs, and executive compensation
- Real estate investments
- Estate planning
- Multigenerational support
- CFO services for business owners
You’ll Always Have Multiple Advisors Focused on Your Planning
Bamboo Wealth Strategies uses a team operating model because we want our clients to know we’ve got every detail of preparing for retirement covered. Our advisors bring different skills and perspectives to the table that enable us to customize services, balance coaching with advice, be highly accessible, and provide personal touches that go well beyond your assets.
