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COMPANY PROFILE

GEA Capital is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs, financial goals and their tolerance for risk.

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Our financial advisors have an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish wealthy investors. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for your most important financial needs.

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At GEA Capital, we provide access to the strategic and tactical views of some of the world’s most respected investment professionals. This information and analysis is directly available to our clients, and can help them leverage these resources to strengthen their portfolio.

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To effectively create and carry out a client’s wealth management strategy, a single, integrated view of the client’s finances is essential. Our financial advisors assist clients to organize all of the critical components of their financial resources. This comprehensive picture of a client’s financial life allows the financial advisor to monitor progress against the plan and suggest modifications as needed to help keep a client’s goals in reach and the strategy on the right course.

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Depending on the complexity of a client’s wealth, our financial advisor can access highly credentialed professionals with experience in areas such as family dynamics, philanthropy, risk management and wealth transfer, and asset preservation strategies. Working with your financial advisor, their objective is to help you ensure that your personal and family values are at the heart of your wealth planning strategy.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor
GEA Capital, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

 

FA1/FAA0006

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GEA Capital © 2023. All Rights Reserved.

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