The interests of our clients come first. BCM does not sell products. We work with our clients to identify the best solutions for their unique circumstances.Our Story
We believe that investment portfolios should be built for your unique circumstances. Our clients, whether they are individuals, trusts or tax-exempt institutions, have unique and complex goals and objectives. Our job is to find the right investment strategy to help you reach those goals.Learn More
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
We encourage you to explore our site and learn more about our firm.