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.
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.