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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

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.