Bollinger Wealth Management
Crafting financial plans and managing
investments for the unique needs and time constraints of hard-working families
Bollinger Wealth Management
Crafting financial plans and managing
investments for the unique needs and time constraints of hard-working families
What We Do
Build and Protect Legacies
We specialize in helping families build and protect legacies. Your time is valuable—from juggling demanding work schedules to household responsibilities, and from your limited social life to most importantly your family—there is simply not enough time in the day for everything. We take the burden of financial planning and investment management off your plate, so you no longer need to stress making the right financial decisions. This frees up your time to focus on what truly matters—spending precious moments with your family and enjoying the life you have worked so hard to build.
How We Help
Personalized, Flexible, Strategic
Bollinger Wealth Management does not have a pre-set process that you need to conform to—allow us to conform to a process that works best for you. Whether you need to meet on Sundays or late at night after the kids are in bed, We’ll work around your schedule. Together, we’ll build and implement the optimal financial plan tailored to your needs.
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Are you ready?
Take The First Step
If you’re ready to take control of your time, finances, and future, let’s explore your goals and see if we’re the right fit.