Insight-based advice

The Bolter Wealth Management Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Jonathan Bolter Profile Photo

    Jonathan Bolter

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • HI
    • IA
    • ID
    • IL
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
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    • NC
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    • NJ
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    Jon began his career in financial services in 1986 as a Financial Consultant for Shearson Lehman Hutton, where he focused on fee-based portfolio management. He also worked for Prudential Securities for four years as a Senior Vice President-Investments, Wachovia Securities for thirteen years and Morgan Stanley for over 6 years. While at Wachovia Securities he earned the designation as Senior Portfolio Manager. In 2014 Jon moved to UBS Financial Services to create an outstanding experience for his clients with UBS' extensive experience and proprietary research. Before working in financial services, Jon was a small-business owner with Budget Rent-A-Car.

    Jon holds bachelor's degrees in psychology and criminology from the University of California at Berkeley, where he also completed postgraduate courses, and holds California insurance license 0A74067.

    Jon is married and has two children. In his spare time, he enjoys golfing, skiing and motorcycle riding.

     

      • University of California at Berkeley, Bachelor's degrees in Psychology and Criminology
      • Senior Portfolio Manager
      3001 Douglas Boulevard
      Suite 160
      Roseville, CA 95661
    • Patricia Hawkins Profile Photo

      Patricia Hawkins

      Senior Wealth Strategy Associate

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • FL
      • HI
      • IA
      • ID
      • IL
      • KS
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NE
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TX
      • UT
      • VA
      • WA
      • WI

      Tricia Hawkins has been working with The Bolter Wealth Management Group since 2000. As a Senior Wealth Strategy Associate, Tricia develops tailored wealth management plans as well as maintains client relationships and works with new client acquisition.

      Tricia helps to analyze risks and advantages of investment opportunities for clients' individual financial circumstances. She also develops customized asset allocation strategies and investments and analyzes and interprets portfolio performance reports for clients.

      Tricia holds her Series 7 and Series 66 licenses. She has three children. In her spare time she enjoys outdoor activities and spending time with family and friends.

            3001 Douglas Boulevard
            Suite 160
            Roseville, CA 95661
          • Marleyna Photo

            Marleyna Rubin

            Client Associate

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              Marleyna Rubin started with The Bolter Wealth Management Group in July of 2022.  As a Client Service Associate, she addresses all client needs and delivers exemplary customer service.  Marleyna manages account cash requirements, retirement plan distributions, journal reconciliations, cost-basis information, and appointment scheduling.

              She prides herself on the efficient office workflow and delightful administrative support that she provides.  She is committed to her team and to providing an exemplary client experience!

              Outside of the office she enjoys gardening, cooking, hiking in the nearby foothills, as well as playing and coaching volleyball.

              Marleyna looks forward to working with you!

                    3001 Douglas Boulevard
                    Suite 160
                    Roseville, CA 95661

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  A way forward

                  Understanding your life, your wealth and what you want to accomplish.

                  We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                  Let's talk about how we can help you plan for the life you want

                  Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager

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