Bollin Wealth Management, LLC

George Damasco is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with MPM Wealth Advisors, Inc. since 1995. Outside of advising, he has ownership interests in a farm leasing operation and a pizza business. Bollin Wealth Management serves individual clients, including high net worth individuals, as well as trusts, estates, and corporate pension and profit-sharing plans, providing investment supervisory services and comprehensive financial planning. The firm uses Modern Portfolio Theory to construct portfolios and primarily supervises accounts on a non-discretionary basis without taking custody of client funds.

Phillip Bollin is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led Bollin Wealth Management, LLC since 2009. Outside of financial advising, he is co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, managing approximately $70.2 million in assets. The firm uses Modern Portfolio Theory to construct diversified portfolios and primarily provides non-discretionary account supervision without custody of client funds, operating on a fee-only basis with a distinctive retainer financial planning program.

Abbey Ciancutti is a financial advisor at Bollin Wealth Management, LLC with four years of industry experience. She holds Series 63 and Series 65 registrations and has worked with firms including DeVerna & Co Financial and Ameritas Advisory Services. Bollin Wealth Management serves individual clients, trusts, estates, and corporate pension and profit-sharing plans, offering investment supervisory services and comprehensive financial planning. The firm manages approximately $70.2 million in assets and employs a portfolio construction approach based on Modern Portfolio Theory, focusing on non-discretionary account supervision without market timing or specific security selection.