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Gina Bolvin Caring for Clients Working Together Finishing Strong
 

How We Do Business

We’ve helped many people just like you manage their investments and pursue their financial objectives.

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What We Can Offer You

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Team

Our team approach offers a range of services to provide more value-added benefits to our clients.

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Welcome to Bolvin Wealth Management Group!

Welcome! We're Bolvin Wealth Management Group, Inc., a premier financial advisory group in Boston, MA. We understand that individuals face unique challenges as they build wealth and plan for the future. Whether you’re preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. We’re committed to you and your Financial Wellness!

Our Team has years of experience in financial services, employee benefits and estate planning. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Thanks for visiting our site!

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Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.