Financial Planning & Investment Management
For Individuals and Businesses in Ann Arbor, MI & Beyond
At Boardwalk Wealth Management, we strive to act as your partner in planning as you organize and enhance your financial picture. As someone with unique goals, you require personalization in terms of managing your money - which is where we come in.
What We Do
401k & Retirement Transitions
Helping you make informed decisions about your retirement accounts — whether you’re leaving a job, retiring, or considering a 401k rollover.
Inheritance & Wealth Transitions
Guidance during important financial moments, helping you make thoughtful decisions with a long-term perspective.
Investment Management
Building and managing a portfolio aligned with your goals, risk tolerance, and long-term plan.
Retirement
Planning
Creating a clear strategy to help you transition into retirement with confidence and sustainability.
Tax-Aware Financial Planning
Structuring your financial decisions with tax efficiency in mind to help preserve and grow your wealth.
Ongoing Financial Strategy
Providing continuous guidance as your life evolves, ensuring your plan stays aligned over time.
When We’re Most Valuable
Leaving a Job or Transitioning
If you’ve recently left a job or are planning your next step, one of the most important decisions is what to do with your retirement accounts — including your 401k rollover options.
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Leaving a Job or Transitioning
If you’ve recently left a job, one of the most important decisions you’ll make is what to do with your retirement accounts. We help you evaluate your options — including 401k rollovers — and make a decision aligned with your long-term goals.
HOW WE HELP
- Review your 401k rollover options
- Help avoid unnecessary taxes or penalties
- Align your investments with your goals
- Integrate decisions into a long-term plan
Receiving an Inheritance
An inheritance can create both opportunity and uncertainty. We help you make thoughtful decisions while keeping your long-term goals in focus.
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Receiving an Inheritance
Receiving an inheritance can come with both opportunity and uncertainty. We help you make thoughtful decisions while keeping your overall financial picture in mind.
HOW WE HELP
- Create a plan for inherited assets
- Provide guidance during key decisions
- Align assets with your long-term goals
- Coordinate with tax or estate professionals
Preparing for Retirement
Retirement isn’t just about saving — it’s about having a clear, sustainable plan for the next stage of life.
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Preparing for Retirement
Planning for retirement requires more than just saving. We help you transition into retirement with structure and confidence.
HOW WE HELP
- Build a retirement income strategy
- Optimize withdrawals for tax efficiency
- Review all accounts and benefits
- Ensure long-term sustainability
- Expanded Section: Established Professionals & Business Owners
Established Professionals & Business Owners
As your career or business grows, your financial life becomes more complex. We provide ongoing guidance to help you stay organized and intentional.
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Established Professionals & Business Owners
As your income and responsibilities grow, your financial decisions become more important. We provide ongoing guidance to help you stay aligned.
HOW WE HELP
- Coordinate investments with your overall plan
- Support key financial decisions
- Align strategy with career or business changes
- Provide ongoing advice as life evolves
Here’s What You Can Expect
From Our Relationship:
Step 1
Discover
We invite you to connect with us in person or virtually, depending on your needs, preference and location. Our conversation will begin by getting to know you, answering any questions you may have about our firm and establishing what value we can apply to your financial goals.
Step 2
Gather
Next, we’ll gather any relevant data and further analyze your financial situation. By developing a clear picture of your needs, assets and risk tolerance, we’re able to begin designing a personalized plan for both you and your loved ones.
Step 3
Design
Our team will take into account your current goals, aspirations for the road ahead and what your current financial picture looks like as we design and present a financial strategy. Rather than selling unnecessary products, we strive to build a plan that is based on your needs and what you aspire to achieve.
Step 4
Implement & Monitor
Once implemented, we will periodically review your plan and encourage you to contact us as much, or as little, as you need to remain confident. We’ll connect with you to make necessary adjustments and work together to keep your plan on track.
How else is
Boardwalk different?
We solve your problems
We empathize with and understand your situation
We educate rather than talk over your head
We plan with a focus & priority on taxes