Someone's sitting in the shade today because someone planted a tree a long time ago. ~ Warren Buffet
Whether your “tree” is newly planted, has been growing for a while now, or is close to fully mature … Boulder View Capital can help you with the pruning and care needed to enjoy all that great “shade” in the future.
Contact us for a confidential Get Acquainted conversation.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
Located near Scottsdale and Phoenix in beautiful Cave Creek, Arizona, Boulder View Capital offers financial guidance that is professional, clear and simple to understand. No games. No sales quotas or products to push. Just our clients’ best interests at heart. Boulder View Capital is an independently owned and operated, fee-only, registered investment advisor, which means we have a fiduciary duty to our clients. We are legally obligated to always act in our clients’ best interests. We welcome that obligation, and it pervades everything we do.
Founded by veteran investment advisor David Feldman and supported by long-time spouse and talented operations manager Bonnie Feldman, Boulder View Capital caters to families and individuals who are generally in need of professional financial advice and likely at or near a major life transition point. At Boulder View, we help our clients take a comprehensive and strategic view of their financial picture. We are dedicated to treating their assets, personal information, aspirations and values as carefully as we do our own.