Bowen Wealth

Bowen Wealth Bowen Wealth seeks to protect, grow, and reduce taxes on your wealth.

It is our goal to provide information, education and strategies to ensure our clients and their families have the tools they need to achieve a successful retirement. Specializing in a variety of retirement strategies, let us help you make the best decision for your situation. Whether you currently have an advisor or not, let us provide a "second opinion" and discuss areas where improvements can be made.

Did you know there are several ages that can significantly impact your retirement plan?From Social Security and Medicare...
08/31/2026

Did you know there are several ages that can significantly impact your retirement plan?

From Social Security and Medicare to retirement account withdrawals and required distributions, certain milestones can affect your income, taxes, and benefits.

Swipe through to learn six key retirement ages and why they matter. 👉

08/28/2026

We at Bowen Wealth are passionate about helping you protect, grow, and reduce taxes on your wealth.

Ready to take the next step in your financial future? Give us a call at (843) 203-2030 or visit bowenwealth.com to get started!

08/26/2026

On this week's podcast, Brandon discusses why many retirees value knowing that a portion of their income is designed to arrive consistently, regardless of what's happening in the market.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

Retirement Tip 💡 When it comes to Social Security, timing matters.The age you choose to claim benefits can have a lastin...
08/24/2026

Retirement Tip 💡 When it comes to Social Security, timing matters.

The age you choose to claim benefits can have a lasting impact on your retirement income, which is why it's important to understand your options before making a decision. Every situation is different, and what works for one person may not be the best fit for another.

💬 Have you started thinking about when you'll claim Social Security?

08/21/2026

📺 Retirement is a team sport.

On this segment of Charleston's Retirement Coach, Brandon explains why having the right professionals in your corner can make all the difference when navigating the road to retirement.

08/19/2026

What would you do if you suddenly received a large inheritance?

On this week's podcast, Brandon discusses some of the biggest mistakes people make after inheriting money and why taking a step back before making major financial decisions can be one of the smartest moves you make.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

In honor of National Joke Day, we're taking a break from the serious stuff.Retirement planning is important, but so is e...
08/16/2026

In honor of National Joke Day, we're taking a break from the serious stuff.

Retirement planning is important, but so is enjoying the journey. Here's a collection of lighthearted retirement jokes to make you smile.

💬 Which one is your favorite? Let us know in the comments!

08/14/2026

In 15 years as Charleston’s retirement coach, we’ve never seen annuity income opportunities like this.
📈 With today’s interest rates, some annuities are paying massive income streams — but only if they’re structured correctly.

If you own an annuity (or plan to), now is the time to have it reviewed.
📞 Call our office at (843) 203-2030 to schedule your complimentary annuity analysis and make sure you’re getting everything your money deserves.

08/12/2026

Most people assume their investments are being looked after the way they should be. But when they take a closer look, they're often surprised by what they're paying in fees and expenses.

🎧 Listen to Charleston's Retirement Coach on your favorite podcast platform!

⛳️ August is National Golf Month, so we're taking a trip down memory lane to the Caddyshack Charity Golf Tournament!One ...
08/10/2026

⛳️ August is National Golf Month, so we're taking a trip down memory lane to the Caddyshack Charity Golf Tournament!

One of the highlights? Getting the chance to meet Bill Murray and his brothers. Experiences like this don't come around every day, and it's a memory I'll never forget.

Address

302 WIngo Way, Suite 203
Mount Pleasant, SC
29464

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2:30pm

Website

Alerts

Be the first to know and let us send you an email when Bowen Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Bowen Wealth:

Shortcuts

Share

Category