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Wealth Management Solutions

For the past 40 years, Bolton has provided independent advice to assist clients in growing and preserving their wealth through generations and realizing their aspirations. We focus on creating solutions for clients to achieve their lifetime goals.

Worldwide Access to Markets

Clients can hold portfolios in more than 45 currencies and execute trades in more than 60 global markets. Clients also have access to a full suite of specialized financial products tailored to foreign investors.

Financial Institution Safety & Security

Client accounts are held and securities cleared through BNY Mellon Pershing. As the oldest US bank, founded by Alexander Hamilton in 1784, BNY Mellon is the world’s largest custodian with $46 trillion in assets under custody. BNY Mellon Pershing has over $2 Trillion in global client assets.


BNY Capital Market Perspectives

Access BNY Mellon’s perspectives on financial markets,
macro-economic trends and geopolitical issues impacting investors.

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Bolton bolsters advisor platform with ‘game-changer’ AI tool

The independent wealth firm’s advisors will now have access to Wealth Management GPT, a provide of AI-driven business management tools.

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Once you have established your most important life cycle goals, our Independent Financial Advisors can help you to achieve them. For more than 35 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to changing conditions so as to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.

Private Client Services


Bolton has established a proprietary network of over 500 Best in Class service providers to address the unique needs of successful individuals and their families. Your financial advisor can assist you across a broad range of services to plan, coordinate and implement your personal and business objectives and enhance your lifestyle experiences. These include legal and other professional services, real estate and property management, special event planning and booking as well as premium travel.

Professional Services

For issues involving international taxation, trust and business structures, private banking. accounting, bookkeeping, outsourced corporate services, regulation and enforcement, immigration.

Property Management

Architectural and design services, construction contracting, property maintenance, landscaping, electrical, plumbing, painting and handyman services, cleaning, moving and storage, bill payment, insurance.

Special Events

Event planning, venue selection, premium catering, tickets for high demand events, celebrity entertainment, VIP experiences.


Premium private transportation, exotic destination booking, luxury rentals, top ranked restaurant reservations, emergency medical services.

Our financial advisors can assist clients to find the top professionals in our Family Office Concierge Network to execute customized solutions to support their specialized financial and lifestyle needs.