Plan with Purpose

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Plan with Purpose

Helping you protect what matters, navigate change, and live abundantly.

At Bush & Company, we believe true wealth isn’t measured solely in financial terms. It’s found in the values you pass on, the relationships you build, and the legacy you leave behind.

As a family-owned, multi-generational firm, we understand the importance of continuity, not just because we help clients plan for it, but because we live it. This experience shapes our approach to helping families like yours create meaningful, enduring legacies that reflect what matters most.

Our process brings generations together, aligning wealth with purpose and ensuring your vision lasts well into the future. At its core, legacy isn’t just what you leave, it’s what you live and share across generations.

Our Approach

We believe financial and estate planning should start with your story, values, and the legacy you want to leave. Our holistic approach aims to integrate your personal and business plan, ensuring that financial strategies align with your long-term purpose and vision.

Through deep and collaborative discussions with families and business owners, we uncover what truly matters. Our focus on “above-the-line” issues empowers families to define their mission, prepare future generations, and craft strategies that safeguard not just the money, but the values and purpose that give it meaning.

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Why Clients Choose Us

Clients choose us for our holistic approach to planning and OUR focus on family, values, and long-term visions. We invest the time to truly understand each client—their stories, priorities, and aspirations—to help them navigate life’s complexities and solve long term challenges.

Jamie Bush and his team have worked with our family for nearly 30 years, becoming a vital part of our core advisory team—often connecting us with other trusted experts along the way. Throughout the years, Bush & Company has guided us through a wide range of planning matters and has served as a valuable resource for many members of our family.

Tom O’Connell
Bush & Company Client
(25 Years)

Jamie and Drake offer something closer to wealth guidance than traditional wealth management, focused on ideas first, before executing the mechanics. Integrating investment, tax, and income strategies with family and charitable legacy goals is complicated, but the process has been deliberate, clever, and always focused on us. Beyond this central role, outside resources and creative approaches have offered new directions and tactics which we could never have imagined on our own. Not retirement, rewirement.

Geoff and Kay Gordon
Bush & Company Client
(3 Years)

Bush & Company was and continues to be a wonderful resource as we approached the sale of our business, completed it and are now in the early third chapter of our careers to shape productive retirement years. They have been extremely sensitive to our worldview and desires to maximize the benefits of our assets for ourselves, our family, and other causes near to our hearts, while being attentive to our goal to minimize capital gains, income and estate taxes. Working in concert with our legal, tax and investment advisors, they are the glue that connects and strategically informs all of our team. We also greatly appreciate their alignment with our values.

Dan and Lois Frasier
Bush & Company Client
(3 Years)

Of the hundreds of financial advisors we’ve worked with, Jamie Bush does as good a job, or better, as any in getting to know his clients’ identities, their purpose in life and what is most important to them. This makes him and his colleagues immeasurably helpful in guiding them as they move forward with things like family mission statements and the creation of purpose driven plans.

Tom and Cathy Rogerson
Bush & Company Client
(30 Years)

Meet the Team

Purpose-Driven Advisors, Committed to Your Legacy

Our team of trusted advisors brings 65+ years of combined experience, guided by a commitment to service excellence, integrity, and thoughtful planning. With a long history in the Boston community and the perspective of two generations, we’ve gained invaluable insights from both successes and challenges—insights that empower us to help our clients build, preserve, and pass on a lasting legacy.