Our family is here for yours

Bosak Wealth Management is dedicated to providing expert wealth management services for you, your family, and your business. Exceptional customer care, open communication, and a well-defined, proven process are the hallmarks of our approach. In addition to Private Investment Management, our accredited team provides personalized advice for your financial planning and retirement, tax strategy, estate goals, family savings, education needs, insurance-based wealth protection, and business succession. Helping others is the reason we love what we do! We do it for our clients, families, friends, and charities. We do it for blue collar workers, farmers, and small business owners. We do it for professionals and medical practitioners. We do it for philanthropists, retirees, and more.. and we would love to do it for you. We are committed to providing the best-in-class experience you deserve.

Only a select group can offer you portfolio management services through Private Investment Management, possessing advanced investment credentials, extensive experience advising clients and substantial assets under administration. You get a completely customized portfolio, built from the ground up by our team, based on factors such as growth requirements, income needs and risk tolerance. Because your approval is not required for every single transaction, your portfolio manager Adam is able to take advantage of investment opportunities quickly and efficiently. We'll work within specific guidelines established in advance and are accountable to these guidelines, which are regularly reviewed and adjusted according to your needs. Unlike most money management programs where you never meet your Portfolio Manager, Private Investment Management offers you the unique opportunity to sit down with Adam and discuss your needs one-on-one, and your portfolio can more accurately reflect your individual goals and objectives on an ongoing basis.