Our team of fiduciary wealth advisors bring years of combined financial experience and education to serve your needs. We help you to build and preserve your personal wealth with specialized attention and guidance. We provide you with one-on-one attention to create comprehensive planning that helps manage your risk, implements valuable tax strategies, and ensures your wealth is helping you fulfill your unique life goals.
Your financial independence and confidence are the benchmarks by which we measure our success. Let us help you attain financial security by requesting a free consultation.
John Clarence Bodden is the Founder and a fiduciary Investment Advisor for BOUTIQUE WEALTH MANAGEMENT. For more than 25 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.
Jennifer has a passion for serving clients and helping each person achieve life goals and financial security through her work. She guides clients through the many changes, challenges and phases faced in life with her financial planning and motivational coaching techniques.
Jennifer has over 18 years of experience in the industry with a strong emphasis in tax planning. She obtained her Masters of Science degree in Financial Planning from Golden Gate University in San Francisco, California, and Bachelor of Arts degree in Economics from California State University Sonoma. Jennifer is a Certified Financial Planner™ and is an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service.
Jennifer was attracted to the financial planning industry where she could act as a guide for other people through the maze of sometimes complex and confusing financial decisions that impact each of us. She seeks to help her clients realize both financial security along with life meaning and fulfillment as she recognizes money is a tool to achieve goals.
Jennifer and her husband, Victor, live in the Lake Country Area. They have 2 sons, Hayden and Logan. Their family enjoys the great outdoors and is actively involved in the community. Jennifer volunteers her time at the boys’ schools, teaching Junior Achievement and financial education programs to children in the community. In her free time, Jennifer enjoys reading or connecting with her friends, travelling and connecting with a variety of cultures.
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.
Harbour Investments, Inc. operates as an Independent Broker Dealer and as a Registered Investment Advisory firm. Harbour's RIA manages more than $2.5 billion in client assets.
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