Synchronized Wealth Management

The next level of financial planning for high net worth families

Our Approach

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

Ed Bootle, CFP®

Ed Bootle, CFP®

Principal

CD, FMA, CFP

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

Tristyn Theroux

Tristyn Theroux

Executive Assistant

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