Bosch Private Wealth Employee Directory

Investment ManagementKentucky, United States2-10 Employees

Bosch Private Wealth operates in the investment management sector, offering tailored wealth management services to Accredited Investors and Qualified Purchasers. The firm emphasizes a multidisciplinary approach through a nationwide network of partners, working with clients to determine whether a Private Client Group or a Family Office structure best fits their needs, and coordinating with clients’ tax and legal teams to develop customized wealth strategies across goals-based planning, tax planning, estate planning, private and alternative investing, trust services, and private banking and lending. Based in Crescent Springs, Kentucky, the company positions itself to serve high-net-worth individuals by leveraging the regulatory allowances that come with accredited investor status to access a broader range of investment opportunities. The organization operates within a framework that involves securities through IFP Securities and advisory services through Independent Financial Partners, while noting the separation of entities and third-party content considerations, with a recent local hiring activity reported in 2022.

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