Services
Wealth Management for
Families & Individuals
Boden Wealth provides wealth management for families and individuals in Lemoyne, Camp Hill, Mechanicsburg and all across Central PA, including families with complex planning needs. We combine investment management with estate, tax, and charitable planning, and coordinate with your attorney and CPA so every part of your plan works together.
Our Process
At Boden Wealth, we have developed a process to provide service and advice to our clients. The foundation of this process is our Wealth Management Formula, which helps address the most pressing areas of concern for successful families.
Investment Consulting
Investment Consulting is about making smart decisions with your capital. It’s designing the best allocations for your money, maintaining the appropriate amount of liquidity, and analyzing risk and performance.
Relationship Management
Wealth management is a long-term relationship, not a one-time plan. Your Personal Wealth team works alongside your attorney, CPA, and other trusted professionals, and stays in regular contact as your family, finances, and goals change.
Advanced Planning
This includes Wealth Protection, Wealth Enhancement, Wealth Transfer and Charitable Giving. All of these Advanced Planning tools help ensure that your assets are protected and that your efforts are proactive when it comes to tax mitigation and facilitating the most tax-efficient way to pass assets onto your loved ones.
OUR SPECIALTIES
Portfolios built around your goals, time horizon, and comfort with risk, and reviewed regularly.
A review of the coverage protecting your family, income, and assets, coordinated with your insurance professionals.
Planning that works alongside your attorney so your wishes and how assets pass to loved ones line up.
Coordination with your tax professional so taxes are considered as part of your overall plan.
Thoughtful, tax-aware ways to support the causes you care about.
Planning for the income, timing, and decisions that come with retirement, from saving through drawing down.
Our strategy
Every plan starts with a conversation about what matters most to you: your goals, your values, and the story behind your wealth.
Your Wealth, Your Story, Our Commitment