Broker Check

Bush & Company

Bush & Company | Holistic Solutions. Minimal Complexity. Really.

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.