James M. Bolton, CFP® | Senior Partner
Contact Information
Mobile. 970.572.4375
Office. 970.328.9009
jbolton@financialguide.com
www.cfgwealthadvisors.com
Mountain Office:
1180 Capital Street, Suite 101
Eagle, CO 81631
Ocean Office:
280 Congress Street, Suite 1300
Boston, MA 02210
Jim has a genuine passion for planning, investing, and wealth accumulation. He and his team collaborate closely with clients, enhancing their financial standing through sound, progressive investment strategies and prudent risk management. This approach instills greater confidence in their clients.
Jim and his team's primary areas of practice include comprehensive financial planning for individuals and families, as well as business continuation planning for corporations and closely held businesses.
Jim graduated from Stonehill College in 1996 with a B.S. in International Studies and Business. He furthered his education at Boston University, completing their program for financial planners. In 2006, he became a Partner at Commonwealth Financial Group. Jim serves on the board of directors for several organizations and is a passionate supporter of the Alzheimer’s Association.
Jim divides his time between his "Mountain Office" in the stunning Vail Valley of Colorado and his "Ocean Office" in the historic and beautiful city of Boston, MA. He, his wife Denise, and their two children, Sam and Kate, enjoy skiing and hiking together in the mountains of Colorado and New England.
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