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Bolls and Wells Wealth Management is an independent financial services firm founded to assist others in all areas of their finances. Our purpose is to help foster financial stability and security for a wide variety of individuals, families, and business owners.

Our firm has over 65 years of combined investment experience. As a client of Bolls and Wells, you would work with a dedicated advisor and have access to a team of specialists who can offer their insights as needed.

Review our latest Market Insight

Weekly Economic Update – June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4.25 percent. The Dow Jones...

Weekly Economic Update – April 7, 2025

Weekly Economic Update Presented by Bolls and Wells Wealth Management April 7, 2025 Stocks fell broadly last week as domestic and foreign markets reacted to the White House’s tariffs. The Standard & Poor’s 500 Index declined 9.08 percent, while the Nasdaq...

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589 Northpark Drive, Suite A-1 | Ridgeland, Mississippi 39157 | 601-519-4860

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Bolls and Wells Wealth Management are not affiliated.

This communication is strictly intended for individuals residing in the states of AL, FL, GA, IA, LA, MS, NC, OR, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

When you link to any of these websites provided herein, Bolls & Wells Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Bolls & Wells Wealth Management