Bollinger Wealth Management LLC

Bollinger Wealth Management provides ongoing portfolio management, financial planning, and personal tax return preparation to individual and high‑net‑worth clients. The firm manages approximately $14.9 million across a small client base (13 clients) and indicates no stated account minimum for its services.

The adviser typically operates with discretionary authority, documenting client goals and constraints in individualized Investment Policy Statements and performing at least quarterly reviews and reporting; financial planning clients receive quarterly check‑ins and access to planning software. Investment analysis blends fundamental, quantitative, technical and modern portfolio theory methods, and the firm implements strategies across a broad set of instruments, from mutual funds, ETFs and fixed income to alternatives.

What is noteworthy for a small independent adviser is the combination of services and strategies: a premium personal tax return preparation offering, in‑house management of all assets (no selection of third‑party managers), and the use of higher‑risk tactics such as options, margin and short sales and participation in private placements and venture capital. The firm also uses Schwab Institutional for custody and Orion for portfolio accounting and average‑daily‑balance fee calculations, and discloses receipt of research and other custodial (soft‑dollar) benefits.