Navigate wisely with clarity
When it comes to navigating life and planning for the future there are many unknowns. Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. Our passion is to help you get there and achieve the level of success you desire.
Using our WealthNAV™ system 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.
How we Help you Get There
Wealth Management Team
Latest Insights
Choosing a 529 Plan: Prepaid Tuition vs. College Savings Plans
It’s never too early to start thinking about saving for your child or grandchild’s college education. In fact, saving early is more important than ever, with college tuition inflation averaging 5-7% annually. A 529 plan…
Average Inflation Targeting: A New Era for Investment Strategy
The Federal Reserve’s approach to inflation has long influenced the direction of financial markets. As its policies evolve, so does the environment in which investment decisions are made. In 2020, the Fed transitioned from a…
College Inside Track: Four Strategies for a Smarter College Search
With the landscape of college admissions and financial aid constantly shifting, it’s crucial for parents and students to stay informed and adapt their strategies. Join Boulay Wealth and national college search expert, Cozy Wittman, from College Inside…
Portfolio Insights | Third Quarter 2025
Each quarter, we share videos on investment topics to help you better understand how we manage portfolios. This quarter, we start with an update of recent portfolio allocation moves and then discuss the role of…
How Moving to a Tax-Free State Impacts Your Finances
Not all state income tax rates are created equal. While a handful of states impose no income tax, others—including Minnesota—have relatively high tax rates. In fact, the state’s highest marginal rate applies to income levels…
Maximize Retirement Savings with 401(k) Catch-Up Contributions
Download PDF Many people enter their 50s with a growing focus on long-term financial security. Whether due to increased earnings or a clearer view of retirement, this stage presents a unique opportunity to maximize retirement…
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.