user avatar

John Bowers

Advisor at Bowers Wealth Management, Inc.

Updated today

Location

Glenbrook, NV 89413

Credentials

Series 65

Industry experience

18 years

About

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.

Client services

Based on Bowers Wealth Management, Inc.

Portfolio management

Expertise

Based on Bowers Wealth Management, Inc.

Passive / index investing

Fee options

Percentage

$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%

Other

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.

Location

1236 U.S. Highway 50, Suite C

Glenbrook, NV 89413

Most active in

California · Nevada · Texas

Work history

Bowers Wealth Management, Inc.

2008 - Present (18 years)

Independent Fidelity Investors, Inc.

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.

Active portfolio management
user avatar

Joshua S

CFP®, Series 66

Zephyr Cove, NV

Wealth in Yourself LLC

Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management Wealth management
user avatar

Jeffrey C

Series 65

Incline Village, NV

Conway Partners

Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 credential and three years of industry experience. Prior to joining Conway Partners in 2022, he worked in operations management at Stryker Corporation, where he assisted with the integration of a startup acquisition. Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined, asset-allocation-focused approach using diversified portfolios of exchange-traded funds and selected independent managers, and offers specialized advisory services related to insurance-based products and ERISA fiduciary retirement plan consulting.

Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) General tax planning General retirement planning Wealth management Founder/Business Owner
user avatar

Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
user avatar

Stephen C

Series 65

Incline Village, NV

Conte Asset Management, LLC

Stephen Conte is a financial advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He previously worked at The Presidio Group LLC from 2013 to 2016 and has served as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business, since 2020. Conte Asset Management provides portfolio management services to high-net-worth individuals, focusing on a long-term trading approach that combines fundamental and quantitative analysis. The firm tailors portfolios to client goals and risk tolerance and offers advice across a broad investment universe including equities, fixed income, hedge funds, and private equity.

Wealth management Real estate investing Private / alternative investments
user avatar

David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")