Kohmann Bosshard
Financial Services

We are committed to helping you achieve your financial goals through personalized attention and expert guidance. Our team of seasoned professionals offers a comprehensive suite of services tailored to your unique financial needs.
KOHMANN BOSSHARD

Who We Are

Founded in 2006, Kohmann Bosshard is a trusted name in wealth management and financial planning. We are built on integrity, expertise, and a commitment to serving every client with the highest standards of care.
Small Pic 2

Our mission is to empower our clients to achieve their financial goals through expert guidance, personalized service, and a commitment to integrity and excellence.

OUR SERVICES

Wealth Management & Financial Planning

We offer a wide range of services designed to cover all aspects of your financial life:

Investment
Management

Investment Management

Our team provides ongoing portfolio management with a focus on asset allocation, security selection, and performance tracking. We believe in a disciplined approach to investing that aligns with your personal goals and risk tolerance.

Financial
Planning

Financial Planning

We create comprehensive financial plans, including everything from tax and retirement planning to estate planning and charitable giving. Our holistic approach ensures that all areas of your financial life are working for you.

Personalized
Service

Personalized Service

At Kohmann Bosshard, we provide white-glove service with a dedicated contact, ensuring seamless wealth management, proactive solutions, and personalized support.

Small Pic 3
TIME-TESTED

OUR PHILOSOPHY

At Kohmann Bosshard, we adhere to a time-tested investment philosophy that prioritizes diversification, low costs, and a long-term perspective through the use of index funds. We take pride in ‘investing inside the box,’ emphasizing structured, disciplined decision-making to maximize returns and minimize risks. 

By focusing on what we can control and planning for the uncertainties, we strive to deliver consistent, reliable outcomes for our clients. 

WHY CHOOSE US?

KOHMANN BOSSHARD

At Kohmann Bosshard, we pride ourselves on delivering exceptional financial guidance tailored to your unique needs. Our team combines deep expertise, personalized strategies, and an unwavering commitment to ethics, ensuring that your financial goals are met with the utmost care and integrity. Learn more about why clients trust us to manage their wealth.

Small Pic 1

Experience
& Expertise

Experience & Expertise

Our team is composed of highly qualified professionals, including CPA and CFP® professionals, who bring a wealth of knowledge and experience to every client interaction.

Personalized
Service

Personalized Service

We understand that each client is unique, and we tailor our services to meet your specific goals and circumstances.

Commitment
to Ethics

Commitment to Ethics

As fiduciaries, we are dedicated to acting in your best interest at all times, with transparency and honesty as our guiding principles.

Kohmann Bosshard

Investment Advisory Services offered through Kohmann Bosshard Financial Services, LLC, SEC Registered Investment Advisor

Copyright © 2024 Kohmann Bosshard, Inc. All Rights Reserved.