Tom Bowman, CFA

Tom Bowman, CFA As an independent wealth manager, I help families achieve their financial goals.

My areas of expertise:
- Personal financial planning
- Retirement planning
- Portfolio and Investment analysis
- Tax optimized portfolio construction
- Foundation and Endowment Investment consulting
- Retirement Plan (401k, SEP, SIMPLE) optimization
- Business forecasting and cash flow planning

08/28/2026

Can “ClaudeForce” Save Software? So far this week investors are betting software wont be replaced as fast as first believed earlier this year.

08/21/2026

Treasury buybacks are the big news this week.

08/07/2026

Markets are at all-time-highs this week but lots of stocks are seeing high volatility under the surface of the market.

07/17/2026

AI build out stocks are declining this week. Time will tell how long this lasts.

07/10/2026

Investors seem to be a little unsure where to position into the second half of the year.

06/26/2026

All eyes seemed to be on inflation again this week as we move into another week post Iran War resolutions.

06/12/2026

SpaceX has been a hotly anticipated IPO and its finally here.

Had an incredible time last week at Altruist HQ celebrating the launch of their Alternatives Platform.It's energizing to...
06/09/2026

Had an incredible time last week at Altruist HQ celebrating the launch of their Alternatives Platform.

It's energizing to be in a room with the leaders of Altruist and other advisors who are just as passionate about improving the client experience as we are.

What sets Altruist apart isn't just the technology — it's that the platform is truly built by and for advisors and their clients. The Alternatives Platform will be a game-changer for how we can deliver a better client experience for our clients. I am excited to watch as Altruist continues to improve the advisor and client experience.

05/22/2026

We have a new Fed Chair starting this week. It isn't clear yet though, whether how this will affect long-term rates.

05/08/2026

It has been a tale of two markets out there, although the good news is, the S&P 500 is at or near all-time-highs all week.

Address

Puyallup, WA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 4am

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