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Boden Wealth
Boden Wealth provides comprehensive wealth management for families, individuals, and business owners, covering investments, estate planning, tax strategies,...
Overview
Boden Wealth provides comprehensive wealth management for families, individuals, and business owners, covering investments, estate planning, tax strategies, and relationship management. The firm takes a grounded approach focused on sustainable growth and ethical practices. Its multi-generational team is deeply rooted in Central Pennsylvania and also supports business owners through a six-step process and the Business Owner Resource Network (BORN).
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Lemoyne
Corporate office
New York, NY, United States
Principals
Nathan Imboden
Sector focus
Frequently asked questions
Does Boden Wealth participate in fund commitments or only direct deals?
The firm engages in both. It commits to private credit, real estate, and infrastructure funds alongside institutional investors, and it also participates in direct co-investments and club deals. The mix depends on the preferences of the participating families.
What investment stages does Boden Wealth typically target?
Boden Wealth focuses on mature, income-generating assets rather than early-stage venture. Its known allocations span private credit, infrastructure, and real estate — all lower-risk, liquidity-premium strategies. The firm avoids high-growth technology equity and seed-stage investing based on public indications.
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