Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
With over 175 years of combined industry experience, Bolton and Associates has developed a keen understanding of wealth management. The knowledge obtained through our years of experience has led to our tailored holistic approach to wealth planning. We collaborate with clients to develop a strategy that is designed to meet their individual financial goals. Bolton and Associates also works closely with many small businesses, corporations, medical groups and non-profit organizations to assist with their complex needs and ever changing structure.
We strongly believe that this approach coupled with Merrill's service offerings, resources and research* has enabled us to provide clients with value-added service and results. We welcome the opportunity to provide you with this high level of service and client commitment.
AWMA™
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.