BOS Wealth & Planning — Contact Email, Phone & Team

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

Pioneer EnergyABC CorporationXYZ IndustriesMountain Peak ResourcesMaple Leaf Foods123 TechnologiesUrban Development GroupNextGen HealthcareGlobal EnterprisesInnovative SolutionsBlueWave CommunicationsSkyline ConstructionOceanic VenturesCrystal Clear WaterworksFutureTech InnovationsGreen Earth MaterialsSilverstone Real EstateSunrise UtilitiesRiverstone ManufacturingLighthouse Logistics

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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 2026-09-16 · Source: ConnectSafely investor database