Our Clients Remain
At the Heart of Our Solutions
We provide financial planning and portfolio management services to high-net-worth individuals, pension and profit-sharing companies, charitable organizations and other businesses. Although we work well with these groups, our goal is to help you prepare for retirement and achieve your goals, regardless of the number of zeros to your name.
The strategies we develop are designed in your best interest - with transparency and objectivity in mind. Whether your goals seem attainable or unachievable, we’ll help you follow the path to see them through.
What We Do
Investment Management
Retirement Planning
Risk Management
College Planning
Cash Flow Planning
Company 401(k) Plans
What You Can Take Away
Small Business Owners
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Small Business Owners
As someone who has built their business, you know how difficult it can be to effectively balance your personal finances with those of your company. Whether you’re a doctor, dentist or another healthcare practitioner, you’re dedicated to your career and the clients you regularly work with.
HOW WE HELP
- Designing a 401(k) plan for your business and your employees
- Identifying service providers that align with your interests
- Educating plan participants on their options and details involved with their plans
- Assessing your retirement plan as you finish your residency and prepare for the road ahead
Affluent Individuals & Families
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Affluent Individuals & Families
While we’re open to working with anyone, regardless of the amount of wealth they have, we often work with high-net-worth individuals who have distinct financial needs. Above all else, we strive to connect as your partner as we learn about the goals that are most important to you. We’ll collaborate with you to develop a plan to align your finances with the goals you have in mind.
HOW WE HELP
- Creating a long-term financial plan
- Empowering you to live within your means
- Protecting you and your loved ones for generations to come
- Building a diversified portfolio of quality investments
Pre-Retirees & Retirees
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Pre-Retirees & Retirees
Determining when you’re financially ready to retire can be a daunting, and often complex, task. From making sure that you have enough saved to addressing your insurance questions, you need someone you can trust. Alternatively, as someone currently in retirement, we want to help ensure you can enjoy it to the fullest extent.
HOW WE HELP
- Developing a tailored retirement plan that incorporates the details that make you, you
- Analyzing withdrawal strategies with tax efficiency in mind
- Collaborating with other professionals you may be working with, such as attorneys, to review or develop an estate plan
- Reviewing your savings accounts and employer-sponsored retirement benefits
Sound Like You?
We Know How Important It Is
To Address Your Concerns Under One Roof
At Boardwalk, we’re happy to connect with other professionals you may be working with currently, such as accountants, attorneys, etc. in order to create synergy among your needs. Additionally, if you have questions about the scope of our services, we encourage you to contact us.