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

Weeekly Economic Update – March 4, 2025
Weekly Economic Update Presented by Bolls and Wells Wealth Management March 4, 2025 Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent,...

Weekly Economic Update – February 24, 2025
Weekly Economic Update Presented by Bolls and Wells Wealth Management February 24, 2025 Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while...
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