What We DoBolco provides Personalized Wealth Management Services Including Financial Planning And Investment Management Strategies to business entities and non-profit organizations.
Bolco can examine the critical interdependencies among investments, income and estate taxes, income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if desired by the client. Bolco recognizes that its clients have unique financial needs and goals that change over time. We can demonstrate the short-term as well as long-term benefits of Financial Planning for the numerous aspects of a client’s financial situation with the goal of improved decision-making.
Clients who utilize Bolco’s Personalized Wealth Management Services are typically seeking unbiased advice with tailored recommendations, improved after-tax results especially with regard to investments, assistance with regard to the transfer of wealth to the next generation, protection of client wealth, and reduction of time spent overseeing client affairs and assistance with coordinating their financial matters among a multitude of other financial professionals.