Bolhan Wealth

Bolhan Wealth provides financial planning and ongoing portfolio management for individuals and business entities, with services that include investment planning, retirement and insurance planning, and coordination of tax concerns. Although these offerings are common among supported firms, the brochure reports the firm had no client assets under management at the time of filing.

The firm documents client objectives in written investment policy statements and offers both discretionary and non‑discretionary management, frequently implementing strategies through independent managers and the SEI platform. Its stated investment process draws on a mix of methods — including fundamental, quantitative, technical analysis and modern‑portfolio concepts — and may include long‑term allocations as well as shorter‑term trading and options where suitable for a client’s objectives.

Distinctive features include an affiliation with an operating CPA practice: the firm’s principals are licensed CPAs who allocate substantial time to the accounting business, and advisory work may be coordinated with tax and accounting services from that affiliate. The brochure also discloses that a supervised person is a licensed insurance agent and may offer commissionable insurance products, a potential conflict the firm says it manages through disclosure and fiduciary procedures.