Bowers Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bowers Wealth Management provides continuous, discretionary investment management and portfolio advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations. The firm manages approximately $298 million in discretionary assets across about 170 client accounts and does not offer wrap fee or performance‑based fee programs.
The firm implements personalized, documented "Portfolio Strategies" developed from a client investment questionnaire and periodic reviews, and emphasizes long‑term growth allocations while avoiding market timing. Portfolios are constructed from a set of offerings (conservative income, diversified stock/asset allocation with or without sector funds, and tax‑efficient options) and may employ sector tilts identified through research, with occasional use of index funds when judged to reduce risk.
Notable distinctions include a highly constrained investment universe: managed accounts are limited to Fidelity mutual funds and ETFs and are custodied and executed through Fidelity, which concentrates the firm’s research, execution, and soft‑dollar relationships with a single provider. The firm’s senior strategist also provides the same portfolio strategies to an affiliated independent adviser under an informal referral arrangement—allowing similar trades to be implemented on the same trading day—and the adviser does not vote client proxies, leaving proxy voting responsibility to clients.
Client services
Expertise
Fee options
$0 - $100,000: 1.2% $100,001 - $200,000: 1.0% $200,001 - $300,000: 0.8% $300,001 - $400,000: 0.6% $400,001+: 0.4%
Account minimum: $100,000 (may be waived at firm's discretion) Fee-only: Fees are based on percentage of assets under management as per tiered schedule; no commissions.
Main office
See office1236 U.S. Highway 50, Suite C
Glenbrook NV 89413
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Florida · Louisiana · Massachusetts · Michigan · Nevada · Ohio · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John B
Series 65
Glenbrook, NV
Bowers Wealth Management, Inc.
John Bowers is a Series 65-licensed financial advisor with 18 years of experience at Bowers Wealth Management, Inc. in Glenbrook, NV, and over 40 years with Independent Fidelity Investors, Inc. He is also president and editor of Fidelity Monitor and Insight, an independent mutual fund newsletter tracked by Hulbert's Financial Digest for the past 30 years. Additionally, Bowers serves as chief investment strategist for Weber Asset Management, providing daily portfolio performance and strategy updates. Bowers Wealth Management offers discretionary investment management and portfolio advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $298 million in discretionary assets, emphasizing long-term growth through personalized portfolio strategies primarily using Fidelity mutual funds and ETFs.
Karsten D
CFP®, Series 65
Penryn, CA
Bowers Wealth Management, Inc.
Karsten Dornseif is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Bowers Wealth Management, Inc. since 2009. Bowers Wealth Management provides discretionary investment management and portfolio advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages approximately $298 million in discretionary assets and focuses on personalized portfolio strategies emphasizing long-term growth and a constrained investment universe limited to Fidelity mutual funds and ETFs.
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