Frequently Asked Questions

Yes. As an independent wealth management firm, Boulevard Wealth Management is bound by the fiduciary standard to act solely in your best interest. Unlike commission-driven brokers or wirehouses that operate under a "suitability" standard, our fee-transparent advice and portfolio strategies are completely aligned with your financial goals.

Financial planning shouldn't rely on a single advisor trying to master every complex discipline. Boulevard functions as a collaborative multi-family office team bringing together specialized expertise across financial organization, tax-smart savings, intentional investing, and risk protection into one clear, interactive platform.

Our leadership team holds advanced industry designations, including CLU® (Chartered Life Underwriter®), CASL® (Chartered Advisor for Senior Living®), and ChFC® (Chartered Financial Consultant®). This high level of specialization enables us to handle complex legacy protection, business succession, executive compensation, and tax strategies.

We specialize in helping high earners, business owners, and families navigate complex financial lives during their peak accumulation and retirement years. Our core client tracks include:

• Business Owners & Corporate Executives: Managing business succession, exit planning, equity compensation (RSUs/stock options), and corporate tax strategies.
• High-Income Professionals & Dual-Income Families: Helping attorneys, physicians, and corporate leaders efficiently allocate cash flow toward maximizing net worth.
• Pre-Retirees & Retirees: Structuring predictable, tax-efficient retirement income streams and protecting multi-generational wealth.

Our comprehensive wealth planning and portfolio management services are structured for high earners and families managing growing financial complexity (typically households earning $250,000+ or managing $100,000+ in investable assets). We evaluate every prospective client individually during our initial discovery consultation to ensure our team-based model can deliver significant value over your costs.

We operate with complete fee transparency. Depending on the engagement, portfolio and investment management services are charged as a clear percentage of Assets Under Management (AUM), while standalone financial planning projects are completed for a flat fee provided prior to engagement. We review all fees line-by-line during our initial proposal before any agreement is executed.

Boulevard Wealth Management does not hold your funds directly. Your assets are housed safely with leading independent custodians, including Charles Schwab. Clients have 24/7 online access to their consolidated financial plan via our eMoney Advisor portal and can exchange sensitive files through our Secure Doc Upload portal.

Our initial meeting is a complimentary, no-obligation conversation. We discuss your current financial picture, examine your long-term vision, explain how our team-based model works, and determine whether our services are a mutual fit for your goals.