Dear Friends, Clients, and Partners of Bolton:
As part of our recent strategic planning sessions we came to the realization that in order to maintain our long-term mission of adding value to our client relationships, we needed to evolve. Today’s announcement is the culmination of many months of hard work and we’re excited to finally be able to share with you that Bolton Partners, Inc. is now simply Bolton. You will continue to experience exceptional client service and expert guidance you have come to trust and rely on over the years.
The new corporate identity includes a new website at BoltonUSA.com, as well as an organizational distinction of our three primary service lines: Bolton Health, Bolton Retirement, and Bolton Investment.
2017 was a year of continued growth within our organization. This is a testament to the people that are a part of our team, the clients that continue to trust us to advise and guide them, and to the foundation that was built over 37 years ago.
We continue to maintain our headquarters in Baltimore, MD, as well as our regional offices in Philadelphia, PA; Washington D.C.; Denver, CO; Atlanta, GA; and Boca Raton, FL. Our staff has increased to over 120 consultants, actuaries, and other professionals that serve our clients in many different ways and in new market segments, since Bolton’s foundation in 1981.
Join us in celebrating this new milestone, we look forward to talking with you about ways we can continue to better serve you in support of your goals.
Chief Operating Officer