Boltwood Capital Management | Boltwood Capital Management
15234
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WE PROVIDE FINANCIAL ADVICE AND MANAGE PORTFOLIOS ON BEHALF OF:

Families

Families often have issues that extend beyond financial assets. We are experts in helping these families think about the long-term and building an appropriate plan.

Foundations/Non-Profits

Balancing growth needs with distributions can be a challenge. We have experience matching assets with upcoming liabilities to promote the long-term health of the account.

Trusts

Irrevocable trusts present unique circumstances. We have experience balancing the needs of current beneficiaries with the long-term principal beneficiaries.

HOW WE HELP

Wealth Management | Customized Portfolios

Our goal at Boltwood Capital Management is to help our clients make the best financial decisions possible both for themselves and the people closest to them. We believe that only after understanding your unique circumstances can we build an investment strategy tailored to your needs and goals.

We believe in modern portfolio theory which is founded in the award-winning research of Dr. Eugene Fama.  This strategy focuses on maximizing returns while minimizing risk and volatility by broadly diversifying across multiple asset classes and international markets.

Learn more about our approach to INVESTMENT MANAGEMENT

Original Research

Independent Thinking

Focused Portfolios

Financial Planning | Long-Term Planning

At Boltwood Capital Management, our core value of doing what is right, above all else, for the client drives us.  Our advisors have worked with clients for 27 years building client-specific financial plans to meet their unique needs.  Whether you are an individual, trust, or tax-exempt entity we take our fiduciary duty to find the best possible solution for you seriously.

This pushes us to find, not an adequate, but the optimal course forward for you.

We encourage you to learn more about our FINANCIAL PLANNING SERVICES

Explore

We encourage you to explore our site and learn more about our firm.

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Learn how our belief in building deep relationships separates us from other advisory firms

Learn more about the individuals who make up Boltwood Capital Management

FAQ

Find answers to questions that you may have about Boltwood Capital Management