30 + YEARS EXPERIENCE
John C. Bodden Founder/Fiduciary Advisor
John Clarence Bodden is the Founder and a fiduciary Investment Advisor for BOUTIQUE WEALTH MANAGEMENT. For more than 30 years John has been passionate about helping families navigate the financial industry. His joy comes from helping the very special clients he is blessed to work with achieve financial success. He has received numerous personal and professional honors. For several years running, John has been named one of “Milwaukee Magazine’s FIVE STAR WEALTH MANAGERS”, a prestigious honor bestowed upon a select group of professionals after a rigorous research process.
John cherishes all of the relationships he has in his life. Faith, family, and friendships are everything to him. John and his wife Melissa are raising their seven children in Delafield, WI. John is devoted to his work, he understands that he can make a difference in people’s lives. John also loves his family time, friendships, sports, travel, and coaching.
Fiduciary Advisor
Colleen Wolbert Fiduciary Advisor
Colleen Wolbert is a fiduciary Investment Advisor for BOUTIQUE WEALTH MANAGEMENT and dedicated to the client experience. Colleen serves as a multi-generational advisor offering personalized strategies and ongoing guidance to help you reach your financial goals. Colleen's integrity, dedication, and warmth has helped her to become an elite advisor. Her role is vital to helping ensure each client receives exceptional care. Colleen and her husband, James, have six children. Her faith and family take top priority in her life. In her free time, she most enjoys time with family and friends, watching her children grow, spending time in nature and photography.
About Us
Boutique Wealth Management limits the number of clients they work with to make sure we deliver the highest level of client service to every client.
We offer a complimentary review where we will learn more about you and what you are trying to achieve. We will analyze your current fees, costs, performance, and allocations. We will also provide you with interactive planning to see if you are on track.
Our goal is to earn your business and build a long term relationship, guiding you to financial success. Let us show your how we can reduce your overall costs through lower portfolio and advisory fees.
As an investment fiduciary, we are compensated in the form of a small percentage of the assets we manage. When your account values go up, our revenue increases. When your account values go down, our revenue decreases.
SERVICES OFFERED
- 401k Rollover
- In-Service Withdrawals
- Investment/Portfolio Management
- Retirement Planning
- Distribution Planning in Retirement
- Life Insurance
- 401k Plan Management
- Long Term Care Insurance
- 529 College Savings Plan
Institutional Resources
HARBOUR INVESTMENTS, INC.
Harbour Investments, Inc. operates as an Independent Broker Dealer and as a Registered Investment Advisory firm. Harbour's RIA manages more than $6 billion in client assets.
Comprehensive Experience
Powerful Resources
Account Security
Broad Investment Choices
Innovative Technology