WEALTH MANAGEMENT SERVICES
Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets.
Thoughtfully integrated financial planning + independent (and expert) investment management =
Boardwalk Financial Strategies.
Financial Planning
Boardwalk helps you focus on the important financial decisions in your life. Our approach ensures that key decisions reflect your goals, your risk tolerance, and your time horizon. We believe financial planning is the first step in building your path forward.
Investment Advisory
Utilizing a low‐turnover, cost‐effective methodology backed by Nobel Prize winning research, Boardwalk acts as a fiduciary to help you extract the greatest returns the market will bear. We help you tune out the noise and focus on the factors you can control.
Planning Integration
We work with your other professional advisers to make sure all corners of your financial plan are not only covered, but synchronized and in line with your goals. Big picture planning comes from thinking Beyond the Portfolio.
Education
Because education is empowering, Boardwalk is committed to helping clients understand their planning and investment options. We seek to simplify the complex and provide peace of mind.
“I am committed to helping my clients reach their financial and lifestyle goals, and I am passionate about the educational component of wealth management. I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals.”
WHAT MAKES US DIFFERENT
Boardwalk Financial Strategies’ approach to wealth management is genuine, practiced, holistic, and objective. No sales pitches, just thoughtful consideration based upon a keen understanding of our clients’ personal financial situation and goals. Boardwalk clients enjoy high touch service, fee transparency, and the confidence that they are receiving expert guidance from advisors who value people over products.
MEET OUR TEAM
