The Gold Standard In Wealth Management
Valerie J. Bowman CPWA®, CAP®
Certified Private Wealth Advisor®,Professional,
Chartered Advisor in Philanthropy®
Guiding the path for:
Individuals & Family Office Members
Treasurers of Municipalities
Non-Profit Board Members Responsible for Endowments
The Philanthropically Inclined
Your advisor is someone who considers strategic tax planning for all clients whether investing or being philanthropic.
Ms. Bowman has over 20 years of experience in the financial services industry. She is a Certified Private Wealth Advisor® professional, CPWA®, a Chartered Advisor in Philanthropy, CAP®, and President & CEO of Bowman Wealth Management, LLC. Her firm is a fee only, registered investment advisory practice, providing investment management & advisory services for individuals and fixed income investment strategies for municipalities and endowments. In addition, Ms. Bowman knows the structure of complex charitable giving vehicles & Donor Advised Funds and invest assets accordingly, She appreciates the strategies involved in philanthropic planning, and discusses them as part of financial, tax & estate and planning.Her Background:
Ms. Bowman's career started after receiving a Bachelor’s of Science in Business Administration from Loyola University of Chicago. Because she had completed a four-year internship with the IRS, she was recruited on campus to enter directly into the tax department of PwC, then, Price Waterhouse. In addition to public accounting, Ms. Bowman has also worked in the tax department in corporate America. Her experience in the world of finance also includes local government where she served as the treasurer and business manager for a small city park district in Illinois. As she has always enjoyed managing finances and reading tax law, Ms. Bowman coupled these passions with the world of financial planning in the year 2000. This is when she became a Series 7 and 66 licensed Financial Advisor at American Express, now Ameriprise Financial. Over the years, she has worked with hundreds of satisfied clients with whom she has established lasting and trusted relationships. The services provided to these clients include, comprehensive financial planning, retirement, tax and estate planning.Her passions:
As a person who is passionate about helping the homeless, Ms. Bowman has both written and spoken about homelessness. She collaborates with non-profits , during their donor center events, by delivering a profound written piece that serves to give dignity & respect to the homeless while encouraging donor support. She concludes the event with education on planned giving to support the unhoused.Health is Wealth
As a huge proponent of health and wellness, her spare time is spent being active outdoors with family and friends, or teaching an early morning Spin class.
Mission Statement:
Honor the integrity of a fiduciary firm, provide service beyond expectation, and knowledge to guide you through wealth accumulation, management, and transfer.
I will always be accessible to you and those you refer.
INVESTMENT MANAGEMENT SERVICES FOR:
INDIVIDUALS, MUNICIPALITIES & NON-PROFIT ENDOWMENTSNo matter which of the three categories pertains to you, at Bowman Wealth Management, we always consider your unique requirements along with economic and market conditions.
INDIVIDUALS:
We design customized portfolios for those who have accumulated wealth, inherited wealth or experienced a liquidation event, like selling a business.
MUNICIPALITIES:
For those seeking a fixed income portfolio, we take our time to structure these instruments in accordance with your investment policy statement & use custodians with which you are familiar, like Charles Schwab.Whether responding to an RFP or meeting with the Treasurer to
share a sample of a strategically designed portfolio for the asset reserves , we hold fast to our firms name.... BWM: The Gold Standard in Wealth Management
NON-PROFITS:
We help you preserve your donor's endowed legacy by creating a portfolio that will maintain funds and generate income for your organization's mission.As a Chartered Advisor in Philanthropy, there is more than just a passing knowledge of charitable giving vehicles. Therefore, we are also able to invest the donor's assets inside these vehicles in a manner that does not compromise the integrity of how the planned giving tools are designed to function for the benefit of the donor or the non-profit.
PHILANTHROPIC PLANNING:
In addition to writing a check, let's talk about gifting
appreciated assets.
We will explore having an impact on the organization (s) you want to support and achieving an optimal effect on your finances by minimizing your taxes.
For individuals who are charitably inclined, and want to minimize their tax burden, we consider these seven important factors, & design a written planned giving plan which outlines the most appropriate charitable giving vehicle (s).
Which organizations or causes one is passionate about supporting
Family Dynamics
Assets one wishes to leave / gift to heirs (Tax effectiveness)
Assets one wishes to leave / gift charity (Tax effectiveness)
Current estate plan
Current tax situation
Projected tax burden as a result of liquidation event
FOR CORPORATIONS:
Because you give to the community and encourage your employees to do the same, consider offering our written planned giving plan as a perk for your executives.
SPEAKING ENGAGEMENTS:
PRESENTATIONS ON...
PLANNED GIVING FOR:
Corporate executives with equity compensation awards
Family office members as an extension of estate planning
CPAs... In 2025 online course , 50 minutes , one credit hour of CPE
FINANCIAL LITERACY FOR:
Beneficiaries of assets from wealth transfer
Career servics departments at colleges and universities
New Hires
Employee Resource Groups
Black employee resource groups seeking to address narrowing the wealth gap
Financial literacy presentations are based on the content of my book: Anatomy of a Paycheck
“I want them to one day, get to the point where they are like the clients that I work with today, perhaps still thinking about the accumulation phase, but also concerned with
preservation, distribution, and certainly the transfer of investment or business assets”
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COFFEE & CONVERSATION
(470) 645-2367
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