At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Gina Bolvin, President of Bolvin Wealth Management Group Inc., has captured the human side of investing.
William Bernarduci, J.D. is a wealth advisor who focuses on retirement planning and employee benefit/pension advisory services.Read more
Michele Hesson works closely with clients to ensure that their ongoing needs are met.Read more
Wealth Manager Assistant
Karen Soule has worked in financial services for over 14 years. While she helps with general office operations, she mostly enjoys and specializes in financial planning. With the goal to make the complex simple, she helps clients...