Retirement Planning

Retirement assets typically represent the largest component of investor wealth.

Bolton Global offers a complete collection of IRS approved qualified retirement plan documents for individuals and small businesses. Our Financial Advisors can provide support in understanding the complex regulations and procedures governing to these assets and assists clients to navigate and execute time critical transactions in these tax advantaged accounts.

Retirement Plan Capabilities


We offer training services, financial calculators and education planning tools to select and manage the most suitable plans for our clients and for their businesses.


Retirement Planning Capabilities

Open architecture platform for customized retirement solutions

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Health Savings Accounts

An effective way to manage health care costs

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Donor Advised Funds

A flexible approach to giving with more effective control of assets

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Research and Commentary

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Bolton Global Capital is not a subsidiary or division of BNY Mellon or Pershing and has no relationship to either company other than offering clearing and custody services provided by Pershing to Bolton customers on a fully disclosed basis.

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A new edition of the World Economic Outlook (WEO), produced quarterly by the staff of the International Monetary Fund (IMF), was released mid-October: The IMF projects that the global economy will grow 5.9 percent this year (0.1 percentage point lower...

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Although it is yet uncertain whether the geopolitical situation will be clearly and fairly resolved, markets chose to focus on a positive angle and on "good intentions", testing a rebound that drove March to end in positive territory and reducing...

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Politics Newsletter

“It is not sustainable." The World Health Organization’s director general, Tedros Adhanom Ghebreyesus, summed up with these words what the health agency concluded on the anti-COVID policy of the Chinese authorities which is shaking the world economy. Surely many of...

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