Personal Relationships. Global Resources.
Thank you for taking time to visit our website. This site is designed to introduce you to our team, along with direct access to resources, tools and research that will help you navigate the ever-changing world of investing. Our mission at The Bohoskey Wilkinson Group is simple: to develop a comprehensive understanding of our clients' personal and financial situations, to provide exceptional customer service and to provide diligent wealth management planning.
Every wealth management plan is tailor-made for the needs of each individual client.
We hope you will explore this website and contact us for further information about our team's approach to wealth management planning, investment management and fiduciary practices. We offer focused and personalized expertise for individuals, families, foundations, businesses and qualified retirement plans.
We invite you to meet our team by clicking the About Our Team
link in the upper left tool bar. To learn more about our approach to wealth management , please click on the Wealth Management Approach
link. Finally, we encourage you to explore the wealth of information found under the Reports & Facts Sheets
and Market Commentary
links. If you can't find what you need, please email or call us directly. Please feel free to share this site or any of our links with family or friends. Finally, if there is any information you would like to see on this website, don't hesitate to let us know. "An investor should act as though he had a lifetime decision card with just twenty punches on it. With every investment decision his card is punched, and he has one fewer available for the rest of his life."
– Warren Buffett
We help our clients achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on accumulating, protecting and transferring wealth. We listen so that we can understand. Then, we build a customized portfolio that reflects our clients’ goals and risk tolerance. We believe in communication and asset allocation as keys in helping our clients reach their financial goals.
Financial Markets Commentary: Dollar Awakening
The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.
Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation click on the Contact Us box.
Bret Bohoskey is currently registered to conduct business with residents of the following states:
AZ, CA, CO, ID, IL, MD, MI, MN, MT, NM, NV, NY, OH, OR, TX, WA
Les Paul Wilkinson is currently registered to conduct business with residents of the following states:
AZ, CA, CO, CT, FL, GA, ID, IL, MN, MT, NC, NM, NV, NY, OH, OR, PA, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.