Wealth Management Services in Minneapolis, MN

Boulay wealth management advisors in Minneapolis are conveniently located in the heart of Downtown in between Target Field and U.S. Bank Stadium off of South 5th Street. Our team of certified professionals in Minneapolis are ready to help you reach your financial goals.

Whether you’ve worked hard to attain significant wealth through success in your career or you have inherited considerable wealth, Boulay in Minneapolis has the right wealth management advisor for you. Our goal is to collaborate with you to offer a customizable and dynamic plan that considers all facets of your life. We guarantee smart, in-depth thinking from certified financial planners, as well as experts in tax, business consulting, and estate and trust that help you get there.

Working closely with a Boulay wealth management advisor and tax professional located in Minneapolis you are assured holistic and integrated tax, estate and wealth advice—creating a custom plan to help you reach your goals and simplify the financial complexities of life. Along with their knowledge and experience, our wealth management advisors incorporate WealthNAV™, the latest financial management technology to guide your wealth planning process and advice to meet your financial goals.

Our clients need sound advice across numerous financial disciplines. Boulay’s wealth management advisors in Minneapolis believe a team-based and collaborative style fosters the diligent utilization of our collective wisdom. Our clients value this team-based and client-first approach, which integrates and simplifies advice across their multiple financial matters.

Transparency between you and your wealth management advisor team is critical for supporting trust and erasing client fears during market volatility. When financial matters are stressful, Boulay’s portfolio managers anticipates your needs and aims to ease your fears because we understand your goals and manage your investing strategies centered on those goals. The result—time! Time to focus your energy on maximizing your happiness, enjoying time with family, friends and pursuing interests that bring you joy.