Botsford Private Wealth
Botsford Private Wealth is a comprehensive wealth management division that services clients in more than 30 states. Specializing in asset protection and risk management allows us to help high-net-worth individuals utilize their financial resources to pursue their aspirations for themselves and their loved ones. We understand the complex needs of affluent corporate executives and professionals. Our mission is to provide help in the areas of highly concentrated company stock option programs and the implications of applicable incentive programs.
We serve a wide variety of successful individuals, including, business owners, corporate executives, athletes, and individuals experiencing major life events. Our team is here to build a relationship with you and your family. As appropriate, we work with your adult children and beneficiaries throughout the planning process. Our array of financial services are centered on your personal growth and personal goals.
Our Botsford Private Wealth Division originated from Botsford Financial Group. Erin Botsford is the founder of Botsford Financial Group, established in 1989. To learn more about Erin Botsford and the Private Wealth division, click here.
Would you like a free copy of Erin's book, The Big Retirement Risk? Click the button below to request your complimentary copy.
We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.
Want to access our Private Client Vault?
Need to make an online payment?
Comprehensive Financial Planning
Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered. Using sophisticated planning tools, we provide a fully integrated approach in identifying methods to produce a customized strategy.
Through our comprehensive and customized process, we will address your current financial circumstances and map out a vision for the future. Our team will persist in helping protect what you already have while looking for ways to capitalize on new and exciting opportunities.
We will strategize ways to help reduce potential exposure to loss suffered from unforeseen events.
Our investment committee is focused on pursuing solid investment returns that strive to meet your overall financial objectives.
Young Professional Planning
We have an entire program designed for young professionals who want to plan for their futures.