Boutique Wealth Management
Finance · Wisconsin, United States · 1-10 Employees
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Overview
Headquarters
528 Wells St # C, Delafield, Wisconsin, ...Website
www.boutiquewm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Boutique Wealth Management
Bodden Wealth Management is a boutique financial advisory firm that specializes in providing fiduciary investment advice with a focus on personalized client service. With over 30 years of experience, the firm is dedicated to helping families navigate the financial landscape and achieve their financial goals. They offer a range of services including retirement planning, investment management, and life insurance, while maintaining a limited client base to ensure high-quality service. The firm operates under the guidance of experienced advisors, John C. Bodden and Colleen Wolbert, who prioritize building long-term relationships with their clients.Explore more
Popular SearchesBoutique Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more
Boutique Wealth Management Org Chart
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Boutique Wealth Management Tech Stack
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Bodden Wealth Management is a boutique financial advisory firm that specializes in providing fiduciary investment advice with a focus on personalized client service. With over 30 years of experience, the firm is dedicated to helping families navigate the financial landscape and achieve their financial goals. They offer a range of services including... Read More
