Blending a Passion for Your Fulfillment with Experience & Expertise
At Bamboo, we work closely and collaboratively with you to understand the entirety of your financial circumstances as well as your goals and needs. Through our in-depth process, we develop a financial plan tailored to you. We are then dedicated to being here over time to implement, oversee and maintain your wealth strategy—and help you make optimal decisions towards your financial wellbeing.
Working With Us Means...
You have a partner to stay accountable.
Adhering to your financial plan at times requires sacrifice and a third-party’s guidance. We are your coach in helping you stay on track to accomplish your goals.
Your wealth is strategically managed.
From identifying tax-smart options through ongoing tax planning to managing risk within your portfolio, we bring advanced knowledge regarding what works and what doesn’t.
You have a plan to reach your goals.
Our financial advising approach is rooted in the planning process, and the planning process is ultimately driven by your own dreams and desires.
You get your time back.
We project-manage your financial life, coordinate with your circle of professionals, and oversee your investments—while you focus your time and energy on what matters most.