Bush & Company
Holistic Solutions.
Minimal Complexity. Really.
What We Do
At Bush & Company, we equip clients with strategies and tools to help navigate life’s major challenges:
Managing Risk
- Business (Succession Planning, Key Person Insurance, Employee Benefits, Talent Retention, Compensation Planning)
- Personal (Planning for Death, Disability, Long-Term Care, Liability Exposure, Special Needs)
- Estate Planning
Creating Wealth
- Financial Planning
- Asset Allocation
- Investing
- Tax Planning
Living Abundantly
- Maximizing the Benefits of Your Assets
- Making the Most of Retirement
- Family Governance & Wealth Psychology
- Effective Philanthropy
- Trust and Estate Planning
The Bush & Company Difference
- Over 35 years of experience
- Unvarnished advice
- Long-term relationships
- Best-in-class network of specialists
- Fully customized solutions
Who We Work With
Bush & Company’s clients span multiple generations and are typically closely held business CEOs and owners, senior executives in banking and financial services, entrepreneurs, professionals and nonprofit leaders. We also implement retirement plans, and both implement and manage benefits for non-profit and corporate clients of all sizes. Because Bush & Company represents our clients, we have access to a broad variety of investments products and partner with dozens of professionals in different fields to bring our clients the very best personalized advice and product solutions.