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
Andy Christians
Carrie Cecere
Elizabeth Little
Isaac McGraw
Jaeden Stovall
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Tedie Fahey
Will Addler
Latest Insights
Third Quarter 2026 Market Perspective
We may be just entering autumn, but before we know it, the holiday season and 2027 will be upon us. While there’s still plenty of time left in the year, now is a good opportunity…
Social Security & 401(k) Integration: Building a More Coordinated Retirement Income Strategy
Download PDF Retirement planning is about more than building a 401(k) balance. A strong retirement strategy considers how Social Security and retirement savings work together to create sustainable, tax-efficient income throughout retirement. How you coordinate…
Portfolio Insights | Third 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 explore the forces driving interest…
Boulay Wealth Announces Key Leadership and Governance Appointments
Boulay Wealth, a registered investment advisory firm and affiliate of Boulay PLLP, today announced several leadership and governance appointments that reflect the firm's continued commitment to serving clients, strengthening its leadership team, and positioning the…
401(k) Fees: What’s Reasonable? A CFO’s Guide to Benchmarking Costs in Mid-Market and Large Companies
Key Takeaways for CFOsReasonable 401(k) fees depend on both cost and service value.Fee benchmarking supports fiduciary responsibilities and stronger governance.Growing plans often create opportunities to negotiate for lower costs.Hidden expenses, including revenue-sharing arrangements and embedded…
Second Quarter 2026 Market Perspective
Greetings, and Happy Birthday, America!As Americans, it is easy to take our freedoms for granted. We may complain that government is too big, does too much in some areas, and too little in others. Nonetheless,…
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.