June Bolton Certified Wealth Strategist Registered Principal, First Allied Securities

JUNE BOLTON

Bolton Capital Management is an independent investment firm serving the needs of individuals and families. Our objective is to provide our clients with timely and straightforward information which will help them in making rational financial decisions. Because the growth of an investment portfolio is dependent on the economy, we pride ourselves in understanding macroeconomic reporting and deciphering this information as it applies to the markets. We work closely with each individual client in determining the proper investment strategy that is applicable to the times. We offer in-depth research and investment education. Family Wealth Management is an independent financial services firm. As needed, we will work with accountants and attorneys to bring the best options available for each situation. We handle the following wealth management issues:

Investments
Insurance
Liabilities
Qualified Retirement Plan/IRA Distribution Plan
Stock Options
Business Succession Plan
Durable Power of Attorney at Incapacity
Gifting of Children/Descendents
Charitable Gifting during Life
Titling of Assets
Selection of Executor/Trustee
Distribution Plan at Death to Spouse/Descendents
Charitable Inclinations at Death

View our Website:  www.boltoncapital.com