Big Changes, Same Commitment: Bolt Financial + Balance Wealth Merger Explained
May 23, 2025
Discover what the merger means as Bolt Financial Group joins Balance Wealth. Learn how this strategic move enhances client service, maintains investment continuity, and strengthens advisor relationships.
Big news is on the horizon: Bolt Financial Group and Balance Wealth are joining forces! In this client-exclusive webinar, leadership from both firms discuss how this strategic merger will bring expanded capabilities, enhanced service, and long-term continuity—all while keeping your trusted relationships, investment strategies, and account access unchanged.
✅ Whether you’re wondering about platform transitions, fee structures, or how your day-to-day experience may evolve, this Q&A covers it all.
📌 Key Highlights:
⏱ 00:00 – Merger Webinar: Q&A Session
⏱ 02:35 – Introduction to the Financial Advisory Firm Merger
⏱ 20:15 – Overview: Bolt Financial Group + Balance Wealth
⏱ 28:04 – Detailed Merger Update and What It Means for Clients
⏱ 42:00 – Final Notes & Reassurances from the Leadership Team
💬 Questions or feedback? Leave a comment or reach out directly to your advisor—we’re here to support you every step of the way.
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