Managing financial & administrative needs with care
We provide families with coordinated and sophisticated financial and family office services to address the full breadth of financial needs. Our relationships are rooted in accountability, personalized attention, and discretion to give you the confidence that your personal financial and administrative needs are managed proactively, wisely, and efficiently.
how we help you get there
- Investment Management
- Wealth Planning
- Administrative Services
- Lifestyle Services
- Special Projects
START YOUR SUCCESS JOURNEY
Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth.
Wealth Management Team
Latest Insights
How to Start Elder Care Planning: A Simple Guide to Aging with Independence
“Getting old is not for the faint of heart” is a refrain we often hear from seniors. Yet, while we acknowledge the challenges of aging, many of us delay the very planning that can make…
Portfolio Insights | First Quarter 2026
Each quarter, we share videos on investment topics to help you better understand how we manage portfolios. This quarter, we start with an update on recent portfolio allocation moves, then discuss the broader forces shaping…
5 Tax Planning Strategies for High-Net-Worth Individuals
Key TakeawaysHigh-net-worth individuals can materially reduce taxes through coordinated strategies involving retirement, estate, charitable, business, and real estate planning.Early, proactive planning helps capture tax benefits and preserve wealth for future generations.Personalized guidance from tax, legal,…
Investment Considerations for Pooled Employer Plans
As Pooled Employer Plans (PEPs) gain traction, many employers are asking a key question. How robust is the investment strategy behind the retirement plan? While PEPs streamline administration and reduce fiduciary burden, long-term participant outcomes are shaped by the quality of the PEP…
Equity Compensation Guide: Executive Stock Options and RSUs
Employer-provided equity is often one of the least understood parts of a compensation package. Companies use executive stock options and awards to attract and retain employees, yet many people are unclear on how these benefits work, how taxes apply,…
How Much Can You Contribute to Your 401(k) in 2026?
Saving for retirement is an important part of your financial plan, and understanding annual contribution limits can help you take full advantage of available tax benefits. For 2026, higher IRS limits offer new opportunities to…
Talk to An Advisor
Our advisors are ready to help you set and reach your personal financial goals. We focus on understanding your desires to model scenarios and make personalized recommendations. Request a meeting to speak with one of our experienced advisors today!