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
Elizabeth Little
Isaac McGraw
Jaeden Stovall
Katie Meek
Kelly Runions
Lindsay Strand
Mary Wintroath
Tedie Fahey
Will Addler
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
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…
Asset Allocation, Location & Migration: A Practical Guide to Wealth Management
Key takeawaysAsset allocation determines your risk and return profile Asset location can enhance tax efficiency Asset migration helps your plan evolve over time These strategies work together to help improve long-term, after-tax investment results Asset allocation, asset location and…
Get Connected
To learn more about how we can help, contact us by phone at 952.893.9320 or email us.