Mortgage Planning and Debt Solutions
We offer a wide variety of mortgage planning solutions with flexible features that can meet your unique financial planning needs.
Bootle & Associates
With over 20 years’ experience in the financial services industry, our team provides synchronized wealth management solutions to high net worth clients and their families with minimum investable assets of $250,000*.
Our comprehensive approach addresses every aspect of our client’s personal financial picture including:
-
Taxation
-
Estate planning
-
Insurance solutions
-
Charitable giving options
-
Personal and corporate investment management
* Although our services are typically reserved for high net worth clients, we will consider newer professionals or business owners with high incomes looking to establish early financial planning relationships.
Services
Cash Flow Planning
Deep analysis and carefully considered strategies to maximize future growth and effective use
Charitable Giving
Achieve your philanthropic goals through trusts, charitable gifts and donations
Team
Tristyn Theroux
Tristyn Theroux
Executive Assistant
Tristyn has been in the financial industry for 10 years. Her experience includes working in the...