Thomas & Bostick Wealth Management
When your wealth takes on a certain scale, it is helpful to have a good team behind you to clarify your priorities and advance your aspirations. At Thomas & Bostick Wealth Management, we understand those objectives. We advise a limited number of clients by design, helping them pursue ambitious goals for themselves, their families, their business interests, and their long-term legacies.
We are honored to be named one of the leading wealth management teams in California, a distinction we attribute to the quality of our client relationships:
- Forbes "Best-in-State Wealth Management Teams" 2024. (Published on January 9, 2024. Rankings based on data as of March 31, 2023.)
We serve as an intimate boutique-like team within Merrill Lynch Wealth Management, connecting clients to capabilities specially designed for the needs of high-net-worth and ultra-high-net-worth individuals. Our reach is global, bolstered by access to a deep bench of highly credentialed specialists.
Clients look to us for a curated approach to the demands of significant wealth. Together, we look to address key facets of their financial lives and legacies: * Passing wealth more effectively to the rising generations. * Managing concentrated and restricted stock. * Evaluating alternative investments within portfolio design. * Accessing customized financing through Bank of America. * Delineating a strategic plan for the next five, ten, or fifteen years. * Optimizing a business for a possible sale.
We invite you to reach out to us through the red “Contact us” button at the top of our website or call us directly to discuss your needs.
**David Thomas, CPWA®, CRPC™** **Managing Director Wealth** **Management Advisor** **916.878.3146**
**Dave Bostick, CPFA® CRPC™** **Vice President** **Resident Director** **916.774.8025**
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*2024 Forbes "Best-in-State Wealth Management Teams " list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.*
*\*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.*
As you navigate changing financial markets, seeking to fulfill your specific financial needs, you may benefit greatly from the insights of a Financial Advisor. Thomas & Bostick offers decades of collective wealth management experience helping clients navigate increasing financial complexity.
Our team differentiates itself by proactively reaching out, with permission, to clients tax and legal professionals in order to help maximize our potential for helping clients pursue their financial goals.
We offer our clients: Tailored investment advice and guidance, retirement and estate planning services, and access to the banking convenience of Bank of America. We are both large and small; large enough to utilize the competitive capabilities of a global financial services firm, but small enough to offer individualized guidance tailored to each client.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
