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.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.


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Three generations, one firm

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Latest Insights

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Six wealth planning strategies for turbulent markets

How investors react during these periods of decline is critical to their long-term success.

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