Service and Trust

At Bowers Wealth Management, there is no call center or classification of customers. We take your phone calls the old-fashioned way, and you have full access to everyone on our staff.

Your account stays with Fidelity and is invested in Fidelity mutual funds. That way, there’s never any question about where your money resides, or what it’s invested in. Using Fidelity’s Web site, you can review account activity, holdings, and balances at
any time.

Deposits and withdrawals from your account are handled by Fidelity. As an authorized advisor, our role is limited to portfolio management. We do not take possession of your assets.