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.

Proud to be a national award-winning advisor

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

  • 2019, 2020 Forbes/SHOOK Best-In-State Wealth Advisor
  • 2019 Working Mother’s Top Wealth Advisor Moms list in the U.S.
    • It was an honor to be named in my local paper – View this link to read the interview and learn more.

Uncertainty everywhere

We are downgrading our stance on equities to Underweight. At the same time, we lay out the developments we are watching for that could put us back in an environment where future rewards considerably outweigh near-term risks. Read the full economic outlook in the latest edition of Global Insight.

 

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Three generations, one firm

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The Boulware Investment Group.

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Latest Insights

The U.S. economy is exposed and vulnerable … what’s next?

We explore the economic scenarios that could unfold depending on the path the virus takes and the different ways the recovery could play out in 2021.

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