The Boulware Investment Group

The Boulware Investment Group, nestled in the heart of Phoenix, Arizona, is a distinguished financial services firm committed to helping clients navigate the intricate landscape of wealth management. With a strong presence at 2398 E Camelback Rd Suite 700, Phoenix, AZ 85016, United States, the group prides itself on delivering personalized, comprehensive financial planning solutions.

• Financial Planning: The Boulware Investment Group offers comprehensive financial planning services, tailoring strategies to each client's unique needs and goals. This holistic approach covers budgeting, saving, investing, tax planning, retirement planning, and estate planning.
• Investment Services: The firm provides expert investment management, employing a disciplined, research-driven process to build and manage portfolios. They focus on long-term growth and preservation of capital, while remaining mindful of risk.
• Retirement Planning: The Boulware Investment Group helps clients plan for a comfortable and secure retirement. They analyze clients' retirement needs, assess their current situation, and develop strategies to bridge the gap between where they are and where they want to be.
• Legacy Planning: The firm assists clients in creating a lasting legacy through strategic wealth transfer planning. This includes wealth preservation, tax minimization, and ensuring the distribution of assets according to clients' wishes.
• Special Needs Trust & Legacy Planning: The Boulware Investment Group specializes in creating Special Needs Trusts to protect the assets of individuals with disabilities while ensuring they maintain access to necessary benefits. They also provide legacy planning services to ensure clients' wishes are carried out after their passing.
• Market Insights: The firm keeps clients informed about market trends and developments through regular market commentary and insights. They provide actionable intelligence to help clients make informed investment decisions.

The Boulware Investment Group is conveniently located in the Camelback Corridor, a prominent business district in Phoenix. The office is situated in a modern, multi-story building with ample parking available. The area is well-served by public transportation, with several bus stops nearby and the Camelback/Rosemont light rail station just a short drive away.

• Wheelchair Accessibility: The office is designed to be wheelchair accessible, with a dedicated parking space, wheelchair-accessible entrance, and wheelchair-accessible toilet on-site.
• Appointment Required: The Boulware Investment Group operates by appointment only, ensuring clients receive dedicated, personalized attention during their visits.
• Appointments Recommended: While walk-ins are welcome, the firm encourages clients to schedule appointments in advance to ensure the timely and efficient handling of their financial matters.
• Client-Focused Approach: The Boulware Investment Group prides itself on its client-centric approach. They take the time to understand each client's unique financial situation, goals, and concerns, and provide customized solutions that align with their needs.
• FINRA Regulation: The firm is registered with the Financial Industry Regulatory Authority (FINRA) and is committed to upholding the highest standards of integrity and professional conduct. Clients can obtain more information about the firm on FINRA's BrokerCheck website.

• Address: 2398 E Camelback Rd Suite 700, Phoenix, AZ 85016, United States
• Phone: 6233342602
• Website: us.rbcwealthmanagement.com
• Hours: Monday - Friday: 8:30 AM - 5:00 PM (by appointment only)

The Boulware Investment Group also offers a range of resources and tools on their website, including important information about their services, team profiles, and market insights. Clients can sign in to their accounts to access their portfolio information and other useful features.

While there are currently no reviews for the Boulware Investment Group on Google My Business, clients can expect a high level of professionalism, personal attention, and expertise from this well-established financial services firm. Their commitment to understanding each client's unique needs and providing tailored financial solutions has earned them a reputation for excellence in the Phoenix area.