At The Boland Golden Group, we serve a select group of individuals, families, and institutions with significant wealth across the country. Although we are based in Atlanta, we serve high-net-worth and ultra-high-net-worth clients both locally and throughout the United States. Read more about some of the people we work with and how we help manage their wealth:
Several of our clients are financial professionals themselves, which we believe speaks to the quality of advice and analysis we offer. As individuals who work within the financial services industry, these are sophisticated consumers of financial advice and have numerous connections to providers of wealth management – we are privileged to be their first choice in serving their wealth management needs.
Our team welcomes the opportunity for referrals to our clients’ family members. We can both lead multigenerational family discussions or take on family members as new clients. In either case, we enjoy working with multigenerational families to help provide a smooth transition of wealth or establish a more holistic estate planning strategy.
We work with a select number of institutional clients, proudly serving as a trusted resource for their retirement plans. We help ensure their company has a plan in which the investments, corresponding fees, and service structure align with their needs and that the plan remains compliant.
Entrepreneurs in the technology segment tend to be hard-working and well-educated, and they often require unique and personalized wealth management solutions for their business and personal finances. Keeping in mind each business owner’s long-term objectives and risk tolerance, we make calculated and strategic recommendations to these individuals, whether they’re growing their business, establishing a succession plan, or identifying a business transition strategy.