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Guiding Your Financial Journey with Expertise and Integrity

With over 30 years of expertise, Bott Wealth Advisors specializes in crafting financial plans tailored to your goals, helping you achieve financial clarity and security.

Our comprehensive approach includes tax mitigation planning and holistic investment management. Let us guide your journey to a stress-free financial future.

What We Offer

Personalized Wealth Management Strategies

Your financial journey deserves a customized roadmap. With over 30 years of industry experience, we deliver personalized investment strategies that align with your unique goals:

• Custom Portfolio Design & Management • Risk-Managed Investment Strategies • Tax-Efficient Planning • Regular Portfolio Monitoring • Comprehensive Wealth Solutions

Strategic Financial Planning for Your Future

Your financial journey requires more than just investment management. Our comprehensive planning approach includes:

• Retirement Planning • Estate Planning Strategies • College Funding Solutions • Tax-Efficient Planning • Insurance & Risk Management

Building Tax-Free Wealth

 

Maximize your wealth potential through strategic tax planning. Our specialized approach focuses on:

• Tax-Efficient Investment Strategies • Strategic Income Planning • Estate Tax Minimization • Retirement Distribution Planning • Business Owner Solutions

Services

Check out our service offerings

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Building and Preserving Wealth for High-Net-Worth Individuals & Families

We specialize in delivering sophisticated wealth management solutions tailored to your unique goals:

Core Wealth Services: • Investment Management

  • Personalized Portfolio Design
  • Institutional-Grade Solutions
  • Disciplined Risk Management
  • Ongoing Portfolio Monitoring
  • Tax-Efficient Investment Planning

• Advanced Planning Solutions

  • Integrated Estate Planning
  • Proactive Tax Mitigation
  • Retirement Income Design
  • Education Funding Solutions
  • Multi-Generational Wealth Transfer

• Portfolio Protection

  • Dynamic Market Response
  • Asset Preservation Techniques
  • Comprehensive Risk Analysis
  • Integrated Insurance Solutions

Your assets are held by established, industry-leading custodians, who ensure the highest levels of security and service while providing access to sophisticated investment solutions.

Start Your Wealth Journey
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Strategic Protection Solutions for Business Owners and Individuals

As licensed insurance professionals with extensive expertise, we integrate sophisticated insurance strategies into your comprehensive financial plan:

Core Protection Strategies: • Advanced Life Insurance Planning

  • Tax-Efficient Wealth Transfer
  • Estate Tax Mitigation
  • Business Succession Funding
  • Key Person Protection

• Business Owner Solutions

  • Executive Benefits Programs
  • Buy-Sell Agreement Funding
  • Risk Management Strategies
  • Liability Protection Solutions

• Personal Protection Planning

  • Long-Term Care Strategies
  • Income Protection
  • Asset Protection
  • Legacy Planning

Our approach combines insurance expertise with comprehensive financial planning to create robust, tax-efficient solutions that protect both your business and personal interests.

Schedule Your Protection Review
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Creating Your Path to Financial Independence

Drawing from extensive experience in retirement planning and wealth management, we deliver customized solutions that help business owners and individuals create meaningful financial legacies:

Core Retirement Services: • Personal Retirement Planning

  • Income Distribution Strategies
  • Social Security Optimization
  • Healthcare Planning
  • Lifestyle Preservation
  • Tax-Efficient Withdrawals

• Business Retirement Solutions

  • 401(k) Plan Design & Management
  • Fiduciary Risk Management
  • Employee Education Programs
  • Cost-Effective Plan Solutions
  • Plan Compliance Support

• Legacy Planning

  • Multi-Generational Wealth Transfer
  • Estate Tax Minimization
  • Charitable Giving Strategies
  • Family Wealth Education
  • Trust Integration

Our expertise has helped numerous business owners and individuals create sustainable retirement strategies while building lasting legacies.

Plan Your Retirement Future

Why Choose Us

PROVEN PROCESS

 Disciplined investment approach • Risk-managed strategies • Transparent fee structure • Industry-leading custodial partnerships



CLIENT-FOCUSED CULTURE

 Building long-lasting relationships • Educational approach to planning • Exceptional service standards • Ongoing support and guidance



EXPERTISE YOU CAN TRUST

Comprehensive wealth management solutions • Advanced tax mitigation strategies • Multiple professional certifications and licenses • Sophisticated planning tools and resources

PERSONALIZED APPROACH

 Tailored solutions for your unique goals • One-on-one attention and guidance • Regular portfolio reviews and updates • Proactive communication

About Me

A Proven Leader in Financial Services

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Profile

With three decades of experience in the financial services industry, I have held a variety of positions—from serving as the president of a broker-dealer to participating in trading, oversight, and client services. While I have a comprehensive understanding of the field, my true passion lies in working directly with clients, helping them achieve their goals and safeguard their investments. As an avid learner in the realm of investing, I stay informed about market trends and continually seek innovative strategies to grow my clients' wealth. My mission is to empower individuals and businesses to confidently manage their financial futures.

 

 

Our Team

Meet Our Team

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Sarah Culp

Executive Assistant - 

Sarah delivers an unparalleled level of customer service and support. She is committed to making sure that every client receives the attention they need.

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