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

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 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:

  • 2019, 2020, 2021, 2022, 2023 Forbes Best-In-State Wealth Advisor
  • 2020, 2021, 2022, 2023 Forbes Top Women Wealth Advisor

Global Insight Monthly

Global Insight 2023 Midyear Outlook pdf coverThe income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI Monthly »

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The Boulware Investment Group


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Latest Insights

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Long bonds for the long-term investor

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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ESG and Responsible investing

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