Many people who have built wealth feel their wealth threatened as never before. They feel confused by information overload from newspapers and television, they worry about making mistakes with their life savings but don't know who to trust to help them. Instead of feeling confident about their wealth, they feel concerned and confused, which can lead to a form of financial paralysis. BoulterBowen WealthCare helps clients eliminate negative emotions about money, bringing clarity, confidence and care.

We offer two service levels. The first is for clients who are approaching or in retirement and face the prospect of living from invested capital. Their concerns are usually around maintaining lifestyle. The key to this service is our unique PortfolioLogic™ investment process. The second level is for clients with significant wealth. They have more specific and complex concerns, generally around succession and legacy planning and instilling positive values about wealth in future generations.  For these clients we offer our WealthCare Concierge.