Bulwark Capital Management
Let Us Build the Fortress Around Your Finances. At Bulwark Capital Management, we believe in building a solid financial plan to lower our clients’ risk without limiting the upside. Rare is the investor, or even financial advisor, who pays close attention to what a market downturn can do to a retirement portfolio. That’s why carefully managing potential losses may be one of the greatest advantages you have to building wealth for retirement. Find out how you can take ZERO risk and still get market gains. For more information, visit our website at https://bulwarkcapitalmgmt.com. Investment Advisory Services offered through Trek Financial LLC, an (SEC) Registered Investment Advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.*Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Financial products and services if recommended may include investment advisory fees, commissions and/or other charges. Disclosures - https://trekfinancial.com/information/ Trek Financial - https://trekfinancial.com/ Form CRS - https://trekfinancial.com/files/Trek-Form-CRS.pdf
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
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Semmelle Abraham
Chief Financial Officer · Finance & Accounting
EmailPhone - ZA
Zach Abraham
&, · Other
EmailPhone - CJ
Chad Johnson
Financial Advisor · Finance & Accounting
EmailPhone - DC
Daron Casey
Podcast Producer · Advertising & Marketing
EmailPhone - MN
Michael Nunes
Product Specialist · General Business & Management
EmailPhone - MJ
Matthew Janz
Head Trader · Finance & Accounting
EmailPhone
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Top roles at Bulwark Capital Management
8 distinct titles indexed · top 8 shown.
- 2financial advisor
- 2product specialist
- 1&,
- 1chief financial officer
- 1fraud investigator
- 1head trader
- 1podcast producer
- 1rcu
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