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WHO WE SERVE

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(Y)OUR FIRM

BOLT Wealth Management is a collaborative planning and investment firm, changing the landscape to better serve our clients and support their values to establish, cultivate and preserve their financial livelihood. Through a planning-based process, we utilize strategies and techniques to address the questions that pertain to a comfortable financial future for individuals, families and businesses.

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WE'RE ALL EARS

This is an important step for yourself and if you'd like to chat a little before starting, we're here to help. You can schedule a call or use the form below to connect with us.

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Bank failures = recession?

Let’s talk about what’s going on in markets and the economy after the recent bank failures.

Brian Traverso, ChFC, AIF, AWMA, EA

2 min read

Recession (Y/N)?

The most common definition of a recession is two consecutive quarters of negative growth.

Brian Traverso, ChFC, AIF, AWMA, EA

2 min read

Inflation: the supermarket business model is too fragile to shield customers from rising food prices

The supermarket business model is too fragile to shield customers from rising food prices.

Brian Traverso, ChFC, AIF, AWMA, EA

3 min read

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BOLT Wealth Management LLC is a California registered investment adviser

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