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

Bitcoin:  Wave of the future, or bubble in the making?

Should You Bite on Bitcoin?

| Bitcoin, Crypotcurrency, Expected Return, Investing Lessons, Returns, Risk, Speculation | No Comments

No matter where I went over the holidays it seems there were three subjects everyone wanted to discuss.  Whether it was a formal holiday party, or an informal gathering of old friends, discussions centered around 1) The new tax plan and what it would or wouldn’t do for the economy, 2) The job Donald Trump has done as President in…

2017:  The Year in Review

The Year in Review: 2017

| Investing Lessons, Investment Returns, Market Index, Returns, Stock Markets | No Comments

Heading into the year, 2017 was viewed by many investors with a great deal of trepidation and concern.  Political turmoil in the US, uncertainty in the global  economy, rising tensions in the middle east, strained relations with North Korea, and an eight year-old domestic bull market gave many investors pause for the prospects of 2017. For all the potential causes…

Sir Isaac Newton's South Sea Bubble experience provides investors with valuable lessons.

Lessons from Newton’s South Sea Bubble Disaster

| Investing Lessons, Market Corrections, Stock Markets | No Comments

If I were to postulate that Sir Isaac Newton (1642 – 1727) was one of the most brilliant minds the human race has ever seen, I would have ample evidence to support my position.  The English physicist and mathematician is legendary in his contributions to the advancement of mankind.  Newton is credited with inventing the reflecting telescope in 1671.  Newton…