Boelte O’Hara Wealth Management is a financial planning firm serving individuals and business owners. The firm offers comprehensive financial and investment planning, with a focus on helping clients connect their wealth to the lives and priorities that matter most. Its approach begins with each client’s current circumstances and aims to create a financial plan that supports life today while helping carry personal values and care into the future.

The firm describes its work as combining clarity in planning with care in wealth management. Its services include wealth management, and its website provides information about fees, the firm’s approach, its founder Kristine, and client resources. Boelte O’Hara emphasizes that financial planning can support both present-day goals and a lasting legacy.

For inquiries, clients can contact Kristine by phone, text, or email. Securities are offered through Purshe Kaplan Sterling Investments, a FINRA and SIPC member. The firm notes that it and Purshe Kaplan Sterling Investments are not affiliated companies.