Team

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

Gina Bolvin, President of Bolvin Wealth Management Group Inc., has captured the human side of investing.

William Bernarduci

William Bernarduci, J.D. is a wealth advisor who focuses on retirement planning and employee benefit/pension advisory services.

Michele Hesson

Michele Hesson works closely with clients to ensure that their ongoing needs are met.

Wendy Menjivar

Operations Manager

617-348-2884

617-338-1797

wendy@bolvinwealth.com

Wendy originally worked at Bolvin Wealth Management Group from 2006-2008, and after moving to Indiana for ten years, reunited with our team in June 2017. She previously worked at MFS Investments and Lincoln Financial Group, and likes...