BOS Wealth & Planning
Overview
BOS Wealth & Planning is a financial services firm offering comprehensive brokerage, investment, insurance, and trust solutions for individuals and corporate entities. Established in 1991, the firm manages over $1 billion in assets, providing services through branches in Springfield, Chatham, Quincy, Jacksonville, Glen Carbon, Staunton, Shiloh, and Swansea, Illinois, as well as Clayton, Missouri. The firm offers a range of services, including wealth planning, asset management, insurance, retirement plans, and trust services, aiming to help clients achieve their financial goals through personalized strategies and solutions.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about BOS Wealth & Planning
What sectors does BOS Wealth & Planning invest in?
BOS Wealth & Planning invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Illinois, United States. BOS Wealth & Planning is listed as a institutional investor in the ConnectSafely investor database.
What stage does BOS Wealth & Planning invest at?
BOS Wealth & Planning backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does BOS Wealth & Planning invest in?
BOS Wealth & Planning invests across United States.
What companies has BOS Wealth & Planning invested in?
BOS Wealth & Planning's portfolio includes Pioneer Energy, ABC Corporation, XYZ Industries, Mountain Peak Resources, Maple Leaf Foods, 123 Technologies, Urban Development Group and NextGen Healthcare.
Last updated · Source: ConnectSafely investor database
