Who we are / What we do:

Bolan Capital Management is a boutique firm comprised of experienced and dedicated professionals whose primary objective is to simplify your life and give you financial peace of mind. We achieve this by walking our clients through a proven tailored financial planning process, step by step. Our firm believes in the importance of building close relationships.

Bolan Capital Management prides itself on always being accessible to their clients. Whether it be a question about your investment portfolio, real estate, or a general inquiry we are always just a phone call away. We are not a nine to five firm; we work around the clock and our clients know when they call they will talk to their advisor directly.

We create custom plans designed specifically for our clients. Our efforts are focused on protecting and managing assets and helping prepare for unexpected occurrences.

We understand that life is about more than just money; it’s about living. Bolan Capital Management will work to help our clients achieve and maintain the quality of life they have come to expect and desire.