Botel Asset Management is a client-focused wealth management firm that helps individuals, families, and small businesses organize and handle their financial lives with confidence. With over 30 years of experience, we provide a meticulous and comprehensive approach to financial planning, investing, and estate planning. Our founding partners, Rob and Max Botel, work closely with clients to understand their unique financial situations and goals, and develop personalized plans that fit their needs. We don't push products or provide cookie-cutter advice, but rather work with clients as trusted advisors, guiding them through the markets and economy with a long-term perspective.
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