Welcome to Bolvin Wealth
We are redefining the financial planning process.
We understand that committing to a financial advisor can feel daunting, which is why we offer a no-commitment approach.
Our complimentary financial planning lets us prove our value upfront, helping you build a strong financial future and a trusted partnership for life.
How we help
We specialize in providing holistic, ongoing, and comprehensive financial planning services tailored to your needs. Our expertise extends to investment management, where we partner with LPL Financial and utilize top fund managers to strategically invest your assets.
Financial Planning
We provide tailored, thoughtful advice that’s easy to understand and implement. Our financial planning is not a sales pitch or overly optimistic tool—it’s a living, adaptable document designed to grow with you. It offers peace of mind and a clear vision for your future, ensuring you stay on track to meet your goals.
Investment Management
We take a unique approach by collaborating with a global network of institutional fund managers. These experienced professionals manage billions in assets and provide independent, expert advice. By integrating their expertise into our services at no additional cost to you, we ensure your investments are guided by some of the best in the industry.
What's Our Process?
1. Getting started
Start your financial planning process by talking with us. We can set up an appointment over a phone or in person. It’s free of charge.
2. Fact gathering
We collect detailed information about your financial situation and goals, combining data and personal insights to create a strong foundation for your plan.
3. Financial Planning
We’ll develop and present a complimentary financial plan tailored to your specific needs. Your input is key, and we’ll refine the plan based on your feedback.
4. Implement the Plan
We implement your financial plan within the agreed timeline, providing ongoing investment management tailored to your situation.
5. Monitor and Update
We monitor your progress and adjust the plan as needed. Regular reviews ensure it stays aligned with your goals and adapts to any changes in your circumstances or the market.
Younger Advisors, Long-Term Commitment
We're younger than you, and that's a good thing.
We’ll be with you every step of the way. While many advisors are nearing retirement and planning their own exit strategies, we’re here for the long haul—committed to serving you for life and supporting your family when you’re no longer able to.
Our focus goes beyond just managing your wealth today. We’re dedicated to building lasting relationships that span generations, ensuring continuity and personalized care for years to come.
Bolvin Wealth, you’re choosing advisors who grow with you and your family—not outgrow their commitment to your future.
Jake Hesson
LPL Financial Planner and Advisor
Jake Hesson brings a wealth of experience in financial planning and investment management to Bolvin Wealth.
Jake is an LPL Financial Planner and Advisor at Bolvin Wealth, where he previously worked under one of Forbes’ Top 100 In-State Wealth Advisors. In this role, he provided holistic financial planning and investment strategies for a diverse client base, including young professionals, pre-retirees, and retirees.
Previously, Jake worked in investment banking at Canaccord Genuity, where he specialized in advising growth-stage software companies.
He earned his degrees in finance and philosophy from Boston College, and holds his FINRA Series 7 and Series 66 certifications.
Outside of work, Jake is an avid outdoorsman who enjoys everything from camping to backcountry skiing. He is on the hunt for the perfect slice of pizza and will stop at no costs.
Colby Hesson
LPL Financial Planner and Advisor
Colby Hesson brings extensive expertise in investment management and portfolio strategy.
Prior to joining Bolvin Wealth, Colby was an Investment Strategist at LPL Financial, where he played a key role in
managing assets within LPL Research’s $80 billion portfolio. He directly oversaw more than $15 billion in assets under
management within his portfolio models and was an active member of the Strategic and Tactical Asset Allocation
Committee. With years of investment experience, Colby has developed a deep understanding of portfolio strategies
and asset allocation.
Colby graduated from the the University of Alabama with a degree in Finance and holds his FINRA Series 7 and 63
certifications and is a licensed fiduciary.
Colby enjoys working on his home, going hiking around Boston, and spending time with family.