Bollinger Wealth Management

Services Offered

• Financial planning
• Investment management
• Estate planning
• Charitable giving
• Wealth management

About

Bollinger Wealth Management is a financial consulting firm located in Covina, California. The firm specializes in serving high-net-worth investors by providing tailored financial planning and investment management services. Their team collaborates with CPAs and estate-planning attorneys to ensure comprehensive support for clients' financial journeys. Key areas of focus include estate considerations, charitable giving, and wealth protection strategies, aimed at helping clients achieve their financial goals and preserve their legacies.

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