We are currently in the process of creating a more robust site to include capabilities such as:

• Account access
• News & Quotes
• Access to research
• Articles of interest

Helping individuals and families with issues surrounding wealth:
attaining it, maintaining it, and giving it away.

Our newly formed team, Bolton, Rowell, Wray, Cain, and Trollinger, combines over 100 years of experience as investment managers and comprises a team of Financial Advisors dedicated to providing clients financial planning and investment services through professional, caring and personal service.

Our Approach

We have built relationships with and offer access to outside legal, tax and insurance advisors in order to address all of the financial concerns of our clients. The cornerstone of our team’s approach is to:

• Place the client’s interest first at all times
• Establish client relationships that are lasting, continuous and based on integrity
• Provide outstanding services at reasonable fees

Our Services

We are excited to have joined Robert W. Baird & Co. and look forward to continuing to offer you:

• Disciplined equity and fixed income investing
• Comprehensive financial planning for retirement, education and estate purposes
• Financial advisory and consultative capabilities