A disciplined approach
for Financial Success

 

Retirement planning.
Financial projections.

We make sure you're on the right path to get you where you want to be.

 

Is your money ready
to last a lifetime?

Set sail for retirement.

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Welcome to Bollin Wealth Management

Today’s economic and financial environment is more complicated and confusing than ever. There are so many choices available, be sure you are getting the best advice from trusted professionals.

Call Bollin Wealth Management
(419) 878-3934

Our Approach

People often come to Bollin Wealth Management for guidance after experiencing a significant change in their financial situation. The change can be as simple as switching jobs and rolling over a 401(k)account into an IRA, or receiving an inheritance from a relative. Or the change can be a life-altering event such as the death of a spouse, a divorce, or planning for a newborn child’s college education.

While we are happy to guide people experiencing a significant change in their financial situation, we are able to provide the greatest value when people come to us for comprehensive financial planning. Through our consultative planning process, we guide clients through the iterative steps of defining and articulating their financial goals, developing and implementing the planning solution, and monitoring and reviewing progress towards reaching our clients’ financial goals.

View our Services

investment advisory process

Our investment advisory services are delivered
through an ongoing, repeatable five-step process.

Investment Portfolio Risk and Return Spectrum

Each investment portfolio is engineered to achieve both the short and long-term investment objectives
of the client while providing the maximum expected investment returns for the amount of risk
the client is willing to take.

Risk and Return

Recent Updates

Over one, five and ten year periods over 80% of actively-managed funds under-perform their benchmarks.

Active Managers Trounced Again in First Quarter of 2016

| Active Investing, Passive Investing, Stock Markets | No Comments

Volatile markets are generally viewed as a prime opportunity for active managers to shine and demonstrate their stock-picking and market-timing skills and prowess.  Equity markets don’t get much more volatile than they were in the first quarter of 2016, but the investment results for active managers were disappointing. How volatile did equity markets get?  Well, consider that the S&P 500…

Secretary Thomas Perez and the Department of Labor led the charge in protecting retirement accounts.

Department of Labor’s Fiduciary Rule Shakes Up Industry

| Fiduciary Standard, Financial Planning, Retirement Planning, Selecting an advisor | No Comments

In early April a major milestone was reached in the investment advice industry.  On April 6th, 2016 the Department of Labor revealed its new fiduciary duty rule that requires financial advisors to act in their clients’ best interest when making investment recommendations on retirement accounts. The new fiduciary duty rule reflects efforts that were first proposed six years ago.  It…

March Madness wasn't just about the basketball games.

March Madness!

| News and Events, Stock Markets | No Comments

One of the greatest spectacles in American sports is the NCAA basketball tournament that commences in March and crowns a champion in early April.  The tournament has grown greatly in popularity over the last two decades leading to a huge increase in participation in office betting pools and online bracket contests, even among the most casual fans.  The loss of…