Smart planning today for your future tomorrow

We have a proven approach that begins with you. We actively listen to you, strategically aligning your investments to your unique life goals. Our investment process uses the experience of our family working for you and your family. Our extensive experience helps us make smart and informed personalized investment recommendations by offering transparency throughout the process.  We work with you to provide you with a full service experience at a price comfortable for you.

Our approach begins with you. Your goals are at the center of everything we do. 

Step 1: Meet with the team to discuss your unique life goals

Step 2: Create a customized plan with transparent recommendations

Step 3: Discuss investments/create investment plan

Step 4: Provide a full service experience at a price comfortable to you

Proud to work with a nationally recognized teammate

At The Boulware Investment Group, we are incredibly proud that Financial Advisor, Shea Boulware, is a recipient of the following prestigious award:

  • 2020, 2021, 2022, 2023 Forbes Best-In-State Wealth Advisor
  • 2020, 2021, 2022, 2023, 2024 Forbes Top Women Wealth Advisor

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Three generations,
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Learn more about
The Boulware Investment Group.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024


The Boulware Investment Group