Small Business 401(k) Program

 
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One-on-one financial planning from $35/month.

A strong financial plan requires time, careful planning, and thoughtful evaluation.  BOLT BLUEPRINT is designed to be a partner in building a foundation for your financial sustainability. Our advisers will guide you by understanding your current situation, assess your goals, and provide attainable solutions to help you achieve a financial future you can be confident in.​

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WHAT'S INCLUDED

One-on-one (fiduciary) adviser relationship

 

A Portal for a consolidated view of all your  accounts in one place

 

Digital Vault to organize and safeguard your important documents

 

"What-if" scenarios to visualize the impact of decisions on your lifelong plan.

 

An adviser-client meeting schedule to keep you on track.
 

 
 
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If you're asking...

HOW DOES BLUEPRINT HELP?

  • Should I save more or pay down debt?

  • How much should I save for future goals?

  • Am I on track for retirement?

  • How do I lessen my tax burden?

  • How do investments help me achieve my goals?

  • What insurance policies do I need?

  • How can I prepare for a career change?

  • Am I getting the most out of my employee benefits?

  • Should I buy or rent?

  • What types of investments should I consider?​

 
TOOLS FOR 
SUCCESS

 

Learn how we'll organize and plan

 
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THE PROCESS
 
YOUR ADVISORY TEAM

Brian Traverso

Paul Herrick

Michael Manjarrez

Get to know our firm and advisers!Please visit our main site's About Us page.

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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.

We look forward to speaking with you!

 
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BOLT Wealth Management LLC is a California registered investment adviser

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