Synchronized Wealth Management

The next level of financial planning for high net worth families

Our Approach

Bootle & Associates


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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

Retirement Planning

Alleviate retirement fears with reliable investment solutions, including guaranteed income options

Insurance Management

Protect your finances from the unexpected: health or legal issues, job loss, divorce and more

Corporate Seminars

We provide a seminar for employers that allows them to help their employees understand personal finance.

Tax Planning

Providing dedicated, careful strategies needed to maximize after-tax investment income

Cash Flow Planning

Deep analysis and carefully considered strategies to maximize future growth and effective use

Estate Planning

Maximize benefits to your beneficiaries while minimizing tax burden and fees

Charitable Giving

Achieve your philanthropic goals through trusts, charitable gifts and donations

Team

Ed Bootle, CFP®

Ed Bootle, CFP®

Principal

CD, FMA, CFP

Ed Bootle began his career in the financial services industry in 1997. His career experience...

Tristyn Theroux

Tristyn Theroux

Executive Assistant

Tristyn has been in the financial industry for 10 years. Her experience includes working in the...

Ashish Utarid

Ashish Utarid
FCSI®, PFP®

Wealth Planning Specialist

Provides portfolio reviews, individual securities analysis and recommendations for...