Retirement assets typically represent the largest component of investor wealth.

Bolton Global offers a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. Our Financial Advisors can provide support in understanding the complex regulations and procedures governing to these assets and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.

Retirement Plan Capabilities


We offer training services, financial calculators and education planning tools to select and manage the most suitable plans for our clients and for their businesses.


Retirement Planning Capabilities

Open architecture platform for customized retirement solutions

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Health Savings Accounts

An effective way to manage health care costs

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Donor Advised Funds

A flexible approach to giving with more effective control of assets

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BNY Research and Commentary