After earning an undergraduate degree from Temple University and his law degree from Duke University, David Bolno decided to make wealth management and tax advising his career. His clients are high earners who all have significant net worth. Examples of some of their professions include actors, actresses, musicians, performers, and athletes. While Bolno has helped his clients achieve extreme success, he always keeps their personal details private. Some of the specific duties that David’s clients turn to him for include help with filing taxes, writing a business plan, launching a new business, passing on a business to a family member, and expanding a fledgling company. Of course, these duties represent only a small portion of what David Bolno does when advising his clients on their personal and business investments. A company can have money on the books and still be on shaky ground financially and owe deep debt. One of the most crucial functions David works on with his clients is making sure that every dollar they spend brings some type of return on their investment. Just because they have the funds now does not mean his clients should be spending their money foolishly without a plan. Bolno pushes his clients to budget at home and at work and to know where all of it goes each month. With international tax qualifications, Bolno is available to assist clients wherever they find themselves in the world. While he is always willing to meet with people in his home office in Westwood, he is also available to speak to clients by Zoom or whatever is most convenient for them.