PROTECTING YOUR HOUSEHOLD
You’ve been working most of your life, building assets along the way to benefit yourself and your family. Now that you have amassed considerable wealth, maintaining your fortune requires careful planning and attention. From financial planning for the future of your heirs to managing your daily financial matters, Boulay’s advisors give you the peace of mind that your loved ones are cared for and your family office is handled with ease.
How We Help You Get There
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
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!
Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.