Partnering together to make crucial financial decisions
As an individual who has accumulated considerable wealth, you have many responsibilities, as well as opportunities. Our team helps you plan and execute strategies to successfully accomplish your financial goals.
How We Help You Get There
Wealth Management Team
Andy Christians
Carrie Cecere
Darlene Morton
Elizabeth Little
Julie Coyne
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Matthew Heilmer
Tedie Fahey
Tim Rockford
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.
Latest Insights
Investment Considerations for Pooled Employer Plans
As Pooled Employer Plans (PEPs) gain traction, many employers are asking a key question. How robust is the investment strategy behind the retirement plan? While PEPs streamline administration and reduce fiduciary burden, long-term participant outcomes are shaped by the quality of the PEP…
Equity Compensation Guide: Executive Stock Options and RSUs
Employer-provided equity is often one of the least understood parts of a compensation package. Companies use executive stock options and awards to attract and retain employees, yet many people are unclear on how these benefits work, how taxes apply,…
How Much Can You Contribute to Your 401(k) in 2026?
Saving for retirement is an important part of your financial plan, and understanding annual contribution limits can help you take full advantage of available tax benefits. For 2026, higher IRS limits offer new opportunities to…
How to Keep Your 401(k) on Track During Market Volatility
Download PDF Market turbulence can make any investor uneasy. Your 401(k) balance may jump one day and drop the next. During the 2020 market crash, the S&P 500 fell more than 30% in just a…
Portfolio Insights | Fourth 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 on recent portfolio allocation moves, then discuss a tax-efficient approach to…
Donating Appreciated Stock: A Double Tax Break for Charitable Giving & Capital Gains Savings
If you are looking for a smart way to give to charity and reduce your tax bill, donating appreciated stock might be the answer. This strategy can deliver two major tax benefits: you avoid capital…
Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.