Boardwalk Financial Strategies believes all clients should be empowered clients. We are committed to helping you reach your lifestyle goals and believe education is a critical, yet often ignored, component of the wealth management process. Understanding your personal financial path and the “why” behind the decisions we recommend gives our clients enhanced confidence and peace of mind.
What We Do
We take a conflict-free, non-product-centered approach to financial planning and begin every relationship with a conversation. From our first conversation onward, we educate clients on planning opportunities, portfolio construction and advise them on the best financial path toward their goals.
We dedicate time during the onboarding process and at quarterly meetings to discuss what matters most:
- Personalized financial plan construction
- Tax efficient investing opportunities
- Boardwalk’s investment methodology
- Relevant financial planning topics
The Boardwalk Difference
We simplify the complex and provide peace of mind by delivering education that puts clients at ease. Each individual and family situation is unique. We take the time to understand what makes your family different. We even work with multiple generations to educate the entire family so that everyone involved understands the “big picture” financial plan.