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Bolton & Company

Mission statement:

The Bolton & Company mission is to be the business resource that our clients count on for expert perspective in risk management and employee benefits.

History:

Founded in 1931 by Dorance D. Bolton, Bolton & Company has grown along with the California economy. Today we employ over 120 insurance professionals and place over $150 million in annual premiums on behalf of our clients. While our firm handles the insurance and risk management needs of some of the world's largest corporations, we have continued to maintain our focus as a full service broker dedicated to exemplary service on a personal level.

Bolton & Company takes pride in remaining one of the few full service insurance brokerages. Whether our clients desire business insurance, personal insurance, surety bonds, employee benefits, estate planning, risk management services, or even human resources consulting, we have the resources and expertise to deliver solutions.

Our membership and active involvement in local, national and international business organizations, as well as our individual commitment to industry designations and continuing education, exemplifies our dedication to serving our clients needs in the most professional manner possible.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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