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
Helping Aging Parents with Finances: What Adult Children Need to Know
Key TakeawaysStart the conversation before a crisis forces it. Waiting until a health event narrows your options significantly.Some legal documents must be established while your parent still has capacity; they cannot be put in place…
Inflation & Long-Term Retirement Planning: Why Your Strategy Must Account for Rising Costs
Download PDF Key TakeawaysInflation gradually erodes purchasing power, making it one of the most critical and underestimated factors in retirement planning.Retirement income strategies must account for future spending increases, not just current expenses.Even moderate inflation…
Watch Now: Navigating Today’s Markets with Charles Schwab’s Kevin Gordon
What's really driving the markets right now — and what should investors be paying attention to? Watch Michael Johnson, Boulay Wealth portfolio manager, and Kevin Gordon, head of Macro Research and Strategy at the Schwab…
Webinar: Navigating Today’s Markets with Charles Schwab’s Kevin Gordon
What's really driving the markets right now — and what should investors be paying attention to?Join Boulay Wealth and Kevin Gordon, head of Macro Research and Strategy at the Schwab Center for Financial Research, for…
Portfolio Insights | Second 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 supply and demand…
Medicare IRMAA Explained: How Income Impacts Your Medicare Costs
What do high earners pay for Medicare in retirement? For beneficiaries whose income exceeds certain thresholds, the federal government assesses an additional charge on Medicare Parts B and D premiums. That surcharge is called IRMAA, the Income-Related Monthly Adjustment Amount, and…
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.