Established in 1986, Boltwood Capital Management is a privately held independent investment advisory firm focused on delivering customized financial advice to individuals, families and institutions. We believe that by staying loyal to our values of integrity, discipline, candor and knowledge we are able to help our clients solve the financial goals in their life We offer investment management and financial planning services to our clients. We believe that by understanding our clients' entire circumstances (via planning) we are able to create investment plans tailored to their needs. We manage diversified portfolios across account types for clients including: high-net-worth individuals, trusts, non-profits, foundations and retirement accounts.