Protecting Your Legacy

Safeguarding What Matters Most for the Next Generation

True financial protection goes far beyond numbers on a balance sheet. It’s about ensuring that everything you have sacrificed to build is organized, optimized, and insulated from unnecessary risks. Whether you are managing complex business assets or transitioning into your retirement years, having a unified strategy brings an unmatched sense of calm.

We work closely with you to untangle the complexities of your financial life. By looking at your entire picture together, we ensure your daily wealth building aligns perfectly with your long-term goals for your family, your business, and your community.

^{How We Help}A Coordinated, Team-Based Approach to Lasting Wealth

While you may enter through one specific advisor's doorway, our entire team collaborates behind the scenes to deliver excellence across every single area of your financial life.

Low-Worry Financial Planning

Gaining complete clarity on your current situation and mapping out a thoughtful path toward your big life goals.

Tax-Aware Strategy

Keeping more of what you earn through proactive, year-round coordination that looks at the big picture.

Income & Distribution Planning

Structuring your hard-earned savings into a reliable, steady stream of cash flow for your retirement years.

Portfolio Management

Cultivating a disciplined investment approach built around your personal comfort level and long-term security.

Protection & Risk Management

Creating a sturdy safety net to shield your family and your business assets from life's unexpected turns.

Legacy Coordination

Ensuring your life's work gracefully transitions to support the people and organizations you love most.

^{Meet The Advisor}About Troy Noor_{Senior Financial Advisor}

Troy positions his practice around business owners, established founders, and corporate executives navigating concentrated equity compensation. He acts as a dedicated steward for affluent families whose rapid success has outgrown their current financial structure, leaving them with disconnected pieces across too many separate advisors.

Troy brings an experienced, thoughtful multi-family office perspective to complex wealth coordination. Working as your equal, he specializes in streamlining tax complexities, coordinating business succession pathways, and framing a robust defense system to protect your life's work.

Planning Your Business Succession & Transition

Transitioning out of a business or managing concentrated equity requires careful timing and preparation. Access our comprehensive legacy guide to explore practical options for business valuation, exit strategy, and family wealth preservation.

Learn More

Demonstrated Stewardship & Recognition

Built on ongoing professional standards, fiduciary ethics, and decades of dedicated service.

Leann Sallstrom

My Highest Recommendation

Troy is extremely knowledgeable, articulate and his style is open and inviting -- which is priceless. As a leader, Troy earns my highest recommendation.

Issued by Five Star Professional · Jan 2016

Associated with Boulevard Wealth Management

Five Star Wealth Manager 2016 - 2026

The Testimonial(s) provided is/are not representative of all experiences.

Five Star Professional. Such rankings/recognition/award by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Boulevard Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of our firm by any of its clients.

Ready to Plan with Purpose and Live with Peace?

Let’s schedule a simple, comfortable conversation to look over your options together and find exactly what fits your life goals.

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Frequently Asked Questions About Protecting Your Legacy

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 without third-party conflicts of interest.
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.