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Bolton Global Capital Independent Wealth Management Services
Independent Wealth Management Services
By Terry Jaillet
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Bolton Global Capital has recently opened one of its newest offices in Weston. The 35-year-old wealth management firm provides financial advice and investment services to affluent U.S. and International families. The firm manages more than $12 Billion for its clients at its 50 affiliated offices around the world.
The team at Bolton’s Weston office is knowledgeable and extremely experienced. Some of the advisors have 20 to 35 years in the industry. Prior to joining Bolton, the team worked at well-known financial institutions including Wells Fargo Advisors, Merrill Lynch, and Bank of America. The Weston team includes:
Financial Advisors
Jorge Aguerrevere Ernesto Amengual Felix Bosque Andrei Santos Leonardo Tedeschi
Registered Client Associates
Carolina Castillo Milton Ceotto Maigualida Lanzetta Adriana Perez
We took the opportunity to sit down with Financial Advisor, Felix Bosque to learn more about the team and Bolton Global Capital's Advisors.
Tell us about Bolton Global Capital
We are a wealth management firm with a network of Financial Advisors providing financial advice and investment allocation services. As a group, we are knowledgeable and experienced financial advisors. The combination of knowledge and the years of experience we have as a group is priceless for our clients. It’s the key to helping our clients navigate through these turbulent and volatile markets and assisting them in achieving their financial goals.
Sounds great! How are you different from big financial institutions?
Most big financial institutions limit the investment products they offer their clients. In contrast, we have access to all types of investment products. This is important because in our neighborhood we have individuals that have the capital, knowledge, experience, risk profile, and the appetite to invest in some products that financial institutions won’t let them. Now with us, they have the avenue to access them.
Do you have experience with international markets and clients?
Yes! Our financial advisors have extensive experience with international markets. We have all lived in other countries and manage international clients. Therefore, we have a great understanding of investment opportunities all around the world.
What sets you apart from other financial advisors in the area?
Many individuals in the Davie and Weston area rely on their local Bank to provide investment services. However, at a branch, you don’t get the full benefits of a Financial Advisor. Bank branches often have a high turnover of employees; you might call the branch looking for your financial advisor to find out he/she no longer works there. We are a network of independent Financial Advisors who already have made our careers. Our only focus is on our clients. There’s a big difference between a financial advisor that’s starting or in the process of making his career and one that already has built his independent practice.
At the local bank you are an account number, while in Bolton you get personalized attention. You have our direct numbers. In addition, we proactively call you to discuss current market conditions, investment ideas, performance reviews, and occasionally just to check up on you and the family.
Is there a minimum investment?
Yes, $500,000.
Sounds good, what can a new client expect when working with you?
Every client will get a Financial Advisor for life and for future generations. Many of our clients have been with us for 20 or 30 years. Most of the time we manage many members of the family and/or business associates. In some cases, we are managing second and third generations of our clients.
We maintain constant communication with our clients via phone conversations, zoom meetings, and personal visits to provide performance reports and market updates. Give us a call or stop by our Weston offices to find out how we can help your family.
35 Years Experience in Personalized Wealth Management Services for U.S. Investors or International Families with Investable Assets of $500,000 and More.
Services
• Financial Advisory Services • Portfolio Analysis & Monitoring • Asset Allocation Investment Models • Risk Tolerance & Goals Analysis • Separately Actively Managed Account Programs • Retirement Accounts • Trading of Equities, Options, Bonds & Other Fixed Income Securities
