For us, it’s about understanding. Knowing our clients as time marches on. Your inner dynamics, from new babies to new challenges. How the changing world shapes your goals and dreams. At Botel Asset Management, we help individuals, families and small businesses organize and handle their financial lives – simply and confidently. Our clients remain our clients for decades...always working alongside a founding partner and never delegated to lower-level staff. We don’t push products. Instead, we collaborate with your other experts – legal, tax, insurance and estate planning professionals – to offer a meticulous, comprehensive approach. And we invest your money the same way we invest our own.