Bowman Wealth Defense Services Information

Bowman Wealth Defense Services offers a unique individualistic approach to high-networth, high-income, and generational wealth financial planning. By creating highly flexible and unique plans designed around each individual client’s needs we help you develop a strategy that will change with your goals and life. Your personalized plans can help you preserve your wealth, lower your taxable income by exploring tax efficient strategies, work with your estate attorney to ensure you have an optimal estate plan designed to consider all facets of your long term financial goals. Unlike many firms we maintain a smaller number of clients in order to ensure we can provide the highest level of attention, and quality of work when it comes to managing our client’s financial needs. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Bowman Wealth Defense Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7798698. (4/25)(Exp.5/29)