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Why Bolt Financial Group

We act solely in your best interest, proudly standing by the fiduciary standard.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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  • Financial

    Looking beyond investments, guiding you through the many complicated financial challenges you’ll face throughout your life.

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  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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  • Taxes

    Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

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  • Estate

    Effective estate management enables you to manage your affairs during your lifetime and beyond. Through preserving your assets and minimizing taxes, we'll help secure your legacy for generations to come.

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  • Risk

    We will identify and evaluate your tolerance for risk and apply academics to minimize, monitor and control the probability or impact of life’s unexpected events.

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Meet Our Team

Put century of combined experience to work for you.

We believe there's a smarter way to invest. 

So we do things differently.

At Bolt Financial Group, our clients are our family. We provide clients with a better wealth experience, and that starts with our fiduciary relationship. Acting in the best interest of our clients is our foremost responsibility and privilege.

Financial planning and retirement planning can be complex with multiple moving parts and ever-changing regulations. The small financial decisions you make now can have a big impact down the road. Being a part of our Bolt family means we help navigate through all stages of your life, creating peace of mind and a strategy you can be confident in.

Connect With Us
Shaun Carney, CFP®

Shaun Carney, CFP®

Co-Founder, Wealth Advisor

(614) 635-0102

(888) 488 7863

Nora Lamendola, PMP

Nora Lamendola, PMP

Co-Founder, Chief Marketing Officer & Operations Officer

(614) 635-0102

(888) 488-7863

Proud Member & Partner

                                               

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