Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
Recession (Y/N)?
The most common definition of a recession is two consecutive quarters of negative growth.
Welcome to
(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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BOLT Wealth Management LLC is a California registered investment adviser