Mission and Values

About Our Firm

Vision

The Bolotin Financial Group strives to become a trusted, long term partner with clients by delivering holistic wealth management services with exceptional client service. Caring, integrity, hard work, and innovation will be the hallmarks of the organization and are integral to the firm’s success.

Mission

The firm’s mission is to enhance clients’ lives and serve as their most trusted advisor. Delivering “white-glove client service” isn’t just a hollow slogan. At Bolotin Financial, it means treating clients like family and doing everything possible to ensure their well-being for the long-term.

Values: Passion, Process, and People

Passion

Treat clients like family. Clients are the focus of everything the firm does and are the lifeblood of the business.
“Bring the Rainbow” and strive to achieve beauty and completeness in all situations.
Strive to remain positive and give 100% in every interaction.
Act with knowledge and integrity in all situations.
Remain professional, accountable and respectful at all times, with everyone.

Process

Find out where a client has been, where they are today, and where they want to go, as their experience can define how they make decisions to move forward.
Develop an in-depth knowledge of a client’s needs, goals, assets, and challenges before any recommendation.
Identify and curate a portfolio of services and products to drive growth opportunities.

People

Recognize that employees are essential for success.
Provide people with opportunities for achievement, greater responsibility, and recognition.
Be honest and consistent in the pursuit of organizational goals.
Support and motivate employees to enhance the firm’s success.
Attract and retain knowledgeable, skilled, and experienced employees who understand the features of products and how they can assist in achieving the firm’s success.