Our Mission

At Bola Wealth Management giving our client’s time, peace of mind, and helping them achieve their personal and financial goals are what matter to us. Through our team based approach and network of industry experts, we offer much more than investment solutions, and serve a diverse group of clients. Conservatism, patience and discipline are at the core of our process, and when combined with our firm’s vast resources, we have the tools to protect, enhance and grow your wealth. We will guide you through all financial stages of your life, tailor your plan to suit your preferences and circumstances, and ensure you always have the confidence that your goals are being achieved.

Our Clients Include:

  • Busy executives and professionals looking to free their time to focus on personal and career goals
  • Successful business owners and self employed professionals who need help managing personal and business assets
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines



The Freedom to live the life you want

If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to consider Private Investment Management, our premium level of discretionary wealth management. 

Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions according to specific guidelines can be time-consuming and complex.