About Our Firm

The Bolotin Difference: “Bring the Rainbow”

The Bolotin Difference is best summed up by Alan Bolotin’s father, Sidney Bolotin, who created the mantra, “Bring the Rainbow.” Sidney, an engineer and an artist, felt that rainbows personify both beauty and completeness. He wanted his family to strive to achieve both in everything they did. This motto, instilled in Alan and his family, continues to be the motivation behind our firm’s culture and a guiding principle for each interaction with clients.

The most successful wealth management firms are built by providing the client with the individual attention to detail they deserve. Bolotin Financial followed this pathway to success, and our practice thrives on the back of face-to-face meetings and enthusiastic referrals. The Bolotin Financial work ethic and passion is to serve as the comprehensive and trusted financial resource to our clients.

Planning for Every Stage of Life

Bolotin Financial is committed to helping individuals pursue their financial goals, offering candid financial advice, holistic investment guidance, and integration along the way. We do this by understanding where our client has been, where they are today, and they want to be.

Many of our clients are starting a family, buying or selling a business, or planning for retirement. They come to Bolotin Financial for strategies designed to accumulate wealth, preserve their wealth, and help provide an income stream that will enable them to realize lifelong goals and dreams.

Bolotin Financial recognizes that there is a significant difference between the sequences of returns when a client is accumulating wealth versus when they will be taking money out. This unique approach helps them identify what is important to clients and what they hope to accomplish regarding their wealth. This is one of the reasons that Bolotin Financial Group has maintained several clients for two and three generations.