Boltwood Capital Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals, families and institutions.  We believe that by staying loyal to our values of integrity, discipline, candor and knowledge we are able to  help our clients solve the financial goals in their life

We offer investment management and financial planning services to our clients.  We believe that by understanding our clients' entire circumstances (via planning) we are able to create investment plans tailored to their needs.  We manage diversified portfolios across account types for clients including: high-net-worth individuals, trusts, non-profits, foundations and retirement accounts.

Find Boltwood Capital Management employees' phone numbers or email addresses

Boltwood Capital Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Boltwood Capital Management's Leadership

  • Stylized image of a person
    B. M.
    Food Runner
    Phone icon
  • Stylized image of a person
    C. B.
    Line Cook
    Phone icon

Contact profiles from Boltwood Capital Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Food Runner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. B.
    Line Cook
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Boltwood Capital Management known for?

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Boltwood Capital Management was founded in 1986 operates in the Investment Management industry. Explore Boltwood Capital Management's company overview page for more information.

What is Boltwood Capital Management's most common email format?

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Boltwood Capital Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boltwood Capital Management email formats with LeadIQ.

How many employees does Boltwood Capital Management have currently?

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Boltwood Capital Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Boltwood Capital Management's key employees and leadership?

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As of December 2025, Boltwood Capital Management's key employees include:

  • Food Runner: B. M.
  • Line Cook: C. B.

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