About
3 person team
Expertise
Holistic planning and tax efficiency
For more than a decade, David Bolenbaugh and David Hanyzewski have helped clients navigate increasingly complex tax matters as CPAs. BolHan Wealth was created to build on that foundation by integrating wealth management services with the tax expertise clients already trust.
By combining these disciplines, we provide a coordinated approach to accumulating, preserving, and transferring wealth. Under one roof, BolHan simplifies your financial life by integrating tax and wealth planning into one trusted advisory relationship.
Our Mission
At BolHan Wealth, we seek to empower our clients' success by delivering bespoke financial strategies and exceptional service.
Our Vision
We believe our clients should be focused on what made them successful, not the financial complications and advanced scenarios that come along with success.
Our Values
Responsive And Reliable
We believe our perpetual support facilitates stability - prompt replies to client inquiries ensures decisions are informed and timely.
Accountability As Advisors
We hold ourselves and our clients to the highest standards of accountability, offering realistic advice for realistic results… Our services are timely, precise, and fine tuned.
Commitment To Quality
We strive for excellence in every interaction, always improving our operations and outcomes, keeping us perpetually accelerating towards greater goals.
Our Promise
"At BolHan Wealth, we will take great care to make sure your personal and financial goals are aligned by building meaningful relationships, and providing expert advice."
Our Partners
Managing Partner
David Bolenbaugh
CPA, CGMA, MT
David Bolenbaugh, leader of the BolHan CPAs and Wealth teams, started his professional career serving clients in the international tax community. His expertise lies in blending strategic foresight with precise management for high-net-worth individuals, closely held businesses, and estates/trusts. Over the years, he’s driven the firm to new heights of excellence and innovative solutions in wealth management and tax advisory services.
Professional Designations:
Certified Public Accountant (CPA),
Chartered Global Management Accountant (CGMA), Master of Taxation (MT),
Current Registrations:
Series 65, Investment Advisor Representative (IAR).
Partner
David Hanyzewski
CPA
David Hanyzewski joined BolHan CPAs as a manager in 2021 and quickly rose to partner by 2024. Known for his meticulous approach, innovative tax strategies, and sincere care for his clients, David has been instrumental in restructuring the team to enhance their collective expertise. Now his focus includes providing the same high level services to wealth clients, while continuing to elevate client results with his nuanced tax knowledge
Professional Designations:
Certified Public Accountant (CPA),
Current Registrations:
Series 65, Investment Advisor Representative (IAR).
partners
Our Partners
David Bolenbaugh
David Bolenbaugh is a Certified Public Accountant (CPA) dedicated to providing exceptional financial expertise and personalized service. With a comprehensive understanding of accounting, taxation, and financial management, David helps businesses and individuals navigate complex financial landscapes with ease. His approach is rooted in precision, ethical practices, and a commitment to delivering tailored solutions that meet the unique needs of his clients. From preparing detailed financial statements to ensuring compliance with ever-changing tax laws, David's expertise empowers clients to make informed decisions and achieve their financial goals.
Philosophy
Beyond technical proficiency, David excels at building strong, trusting relationships with those he serves. He takes the time to understand each client’s financial objectives, offering strategic advice that goes beyond numbers to foster growth and sustainability. Whether supporting small businesses, large organizations, or individual clients, David's professionalism, integrity, and dedication make him a valued partner in long-term financial success.
Credentials
• Certified Public Accountant (CPA)
• Membership in AICPA (American Institute of Certified Public Accountants)
• Membership in state CPA societies, e.g., Colorado Society of CPAs.
PArtners
David Hanyzewski
David Bolenbaugh is a Certified Public Accountant (CPA) dedicated to providing exceptional financial expertise and personalized service. With a comprehensive understanding of accounting, taxation, and financial management, David helps businesses and individuals navigate complex financial landscapes with ease. His approach is rooted in precision, ethical practices, and a commitment to delivering tailored solutions that meet the unique needs of his clients. From preparing detailed financial statements to ensuring compliance with ever-changing tax laws, David's expertise empowers clients to make informed decisions and achieve their financial goals.
Philosophy
Beyond technical proficiency, David excels at building strong, trusting relationships with those he serves. He takes the time to understand each client’s financial objectives, offering strategic advice that goes beyond numbers to foster growth and sustainability. Whether supporting small businesses, large organizations, or individual clients, David's professionalism, integrity, and dedication make him a valued partner in long-term financial success.
Credentials
• Certified Public Accountant (CPA)
• Membership in AICPA (American Institute of Certified Public Accountants)
• Membership in state CPA societies, e.g., Colorado Society of CPAs.
Our Organization
BolHan CPAs x Wealth helps our customers with a dynamic suite of wealth management and tax services.
Frequently Asked Questions
We offer comprehensive wealth management services, including investment management, financial planning, retirement planning, tax optimization strategies, estate planning, and risk management. Our goal is to provide holistic advice tailored to your unique financial goals.
We recommend meeting at least annually to review your financial plan and investment portfolio, though more frequent meetings—such as quarterly or semi-annual—are available based on your preferences and as circumstances in your life change.
The short answer is yes. However, there are many advantages to using us for both your wealth management and tax services, as it removes issues with miscommunication between service providers and allows us to approach both your wealth and tax situation holistically.
Tax efficiency is one component of a holistic financial plan tailored to your individual needs. Our expertise in tax allows us to develop a financial plan that doesn’t create unintended consequences and unnecessary tax burdens.
Yes, our licensing requires us to act as a fiduciary. This means we are legally and ethically obligated to always act in your best interest when providing wealth management services.
We understand that everyone’s financial situation is unique, so we offer flexibility depending on your goals and the specific services you require. During our initial meeting we will learn more about your situation to determine if we are the right fit for each other.
