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
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,…
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…
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!