BOLLINGER WEALTH MANAGEMENT LLC: Your Trusted Financial Expert
BOLLINGER WEALTH MANAGEMENT LLC is a leading financial advisory firm that is committed to helping individuals and businesses achieve their financial goals. With years of expertise and a team of highly skilled advisors, BOLLINGER WEALTH MANAGEMENT LLC is dedicated to providing clients with the best financial advice and solutions.
How does the advisor help clients – Key Takeaways:
At BOLLINGER WEALTH MANAGEMENT LLC, our main focus is on helping clients make informed financial decisions that will benefit them in the long run. Our team of advisors provides personalized and comprehensive financial planning services tailored to each client’s unique needs and goals.
Facts and Insights
As a trusted financial expert, BOLLINGER WEALTH MANAGEMENT LLC has achieved impressive results for our clients over the years. Here are some key facts and insights about our firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of December 31, 2020) |
|---|---|
| Number of Advisors: | 8 |
| Time in Business: | 15 years |
Financial Services Offered
At BOLLINGER WEALTH MANAGEMENT LLC, we offer a wide range of financial services to meet the diverse needs of our clients. These services include:
- Investment planning and management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
- Cash flow management
- Debt management
Client Types
We work with a diverse group of clients, including high net worth individuals, families, and small businesses. Our team has the expertise and experience to cater to the specific needs of each client, regardless of their financial situation.
Fees & Compensation
At BOLLINGER WEALTH MANAGEMENT LLC, we believe in transparency when it comes to fees and compensation. We only charge our clients for the services they need, and our fees are based on a percentage of assets under management. This means that our success is aligned with the success of our clients’ investments.
We do not receive any commissions or compensation from third-party products or services, ensuring that our advice is always in the best interest of our clients.
Background
BOLLINGER WEALTH MANAGEMENT LLC was founded by John Bollinger, a highly experienced financial advisor with over 25 years of experience in the industry. With a passion for helping others achieve financial success, John has built a team of knowledgeable advisors who share his vision and values.
Financial Advisor Disclosures to Know
As a registered investment advisor, BOLLINGER WEALTH MANAGEMENT LLC abides by all regulations set by the Securities and Exchange Commission (SEC). We have a fiduciary duty to our clients, meaning we are legally obligated to act in their best interests at all times. We strive to maintain the highest level of integrity and transparency in all our client interactions.