Attorney · CPA · MBA · MACC
Richard Bolko
Legal judgment. Financial fluency.
Richard brings a financial perspective to legal decisions. Before pursuing law, he worked in senior and executive finance roles. Today, he advises individuals, families, and businesses on tax, estate planning, business matters, and real estate.
With 20 years in corporate finance, Richard understands how legal decisions affect the balance sheet. His approach starts with the client’s objectives and brings legal and financial considerations into the same conversation.
Attorney · Certified Public Accountant · MBA · MACC
Areas of focus
- Tax & asset protection
- Estate planning & probate
- Business & M&A
- Real estate