Broker Check

About Us

Built on Faith, Focused on Your Peace of Mind

Built on Faith, Focused on Your Peace of Mind

At Boulevard Wealth Management, our history is rooted in a simple promise: to faithfully steward the financial resources that fund your family's life goals. We want to help you truly understand your current situation, make thoughtful decisions, and achieve a low-worry financial life. By helping you build lasting wealth today, we ensure you can pass down a meaningful legacy to future generations.

We operate as your strategic partner, working alongside you as equals. Guided by faith, rooted in absolute integrity, and executed with excellence, we treat your family's financial security with the highest level of care. We are deeply invested in real relationships, taking the time to listen to your values so we can align your wealth with what matters most to you.

Utilizing a Team-Based ApproachTo Provide Integrated Advice

Boulevard Wealth Management is committed to a fiduciary standard of practice to improve your outcomes. Whether you’re facing cash flow concerns, planning for a fruitful retirement or seeking to minimize taxes, we work to align your entire wealth picture for long-term success. As a team, we believe our mission, vision and values speak to this dedication and guide our daily work.


Our Mission

We will faithfully steward the financial resources that fund your family's life goals, maintain its financial security, and leave a legacy for future generations.


Our Vision

We will assist you in understanding your situation, setting goals, and achieving a low-worry financial life. We will enhance the decision-making needed to build lasting wealth for your generation and a legacy for future generations.

The Values We Uphold

  • Providing an Unmatched Client Experience - Our team-based approach allows us to guide all aspects of your financial life simultaneously and eliminate conflicting advice to improve your experience and increase the probability of achieving your goals.
  • Showcasing Integrity and Honesty - We will act with integrity and honesty in all situations, disclosing all fees and ensuring you receive fair value for those fees.
  • Working for You, Our Client - As a fiduciary, we will act in your best interests, recommending strategies to meet your family's needs and reach goals as efficiently as possible.
  • Understanding Your Needs - In order to develop a cohesive plan, we will first and foremost seek to understand not just your current financial landscape, but also your perspective, needs, wishes, dreams and goals.
The Boulevard Wealth Management Story

The Boulevard Wealth Management Story

Our Foundation & the Path We’ve Taken Since

Boulevard Wealth Management began to take shape in 2010 when its founders brought a multi-family office, team-based approach to family financial planning in Minnesota and much of the United States.

From the start, Boulevard has been committed to the highest standard of ethics and transparency, and has adhered to the fiduciary standard in advising clients since inception. Each of the founding members entered the industry working in an investment, bank or insurance brokerage environment. Their disillusionment with traditional financial company structures is what brought Boulevard together and what has driven us to be different.

The Timeline of Our Growth

2012

By 2012, Boulevard had attracted the attention of like-minded practice owners who shared the common bond of advocating for clients, even when it conflicted with agendas set by corporate brokers, planning firms or insurance carriers.

2013

This unwavering client-centric approach coupled with delivering advice stemming from team-based collaboration spanning multiple financial disciplines led to the 2013 merger of Alpha Investment Advisors and Boulevard. This merger brought a relocation to a headquarters in Eden Prairie, Minnesota in order to continue and foster the deep local ties that Alpha Investment Advisors (founded in 1996 by Troy Noor, CFA, CFP®) brought to the table.

The merger increased Boulevard’s Midwestern presence as a full-service portfolio management and planning firm, providing high-end and high-touch risk adjusted portfolio management expertise for its clients.

Later that same year, Boulevard’s mission and its leadership caught the attention of another local firm born of frustration with the traditional industry structures that can work to the disadvantage of the client and consumer.

2014

By 2014, Villars Midwest, an independant boutique client-centric insurance agency run by Derek Villars, CLU, CASL, ChFC, also merged with Boulevard to offer its clients a comprehensive team experience to expand the ability to serve client needs while retaining the client-first focus. This integration brought support for risk transfer strategies that support and enhance client plans within a structure that puts emphasis on portfolio growth thus limiting insurance to only what is really needed.

The culture and commitment to clients are also what attracted Boulevard’s third partner, Brennan McCarthy, CFP® to intern with, accept a position straight out of St. Thomas University, and both buy into the corporation and accept a promotion to Director of Planning over the coming years. Mr. McCarthy brings not only experience, education and credentials, but a refreshing and younger perspective to serving our clients and their varied needs.

Today

Today, Boulevard continues to expand and grow as word travels about the unconventional experience clients enjoy while working with us. While we can help individuals and families with diverse needs, we excel in helping young professionals, business owners, people planning and preparing for retirement or the next phase of their financial life, and those looking to protect and maximize their estate for the benefit of future generations or charitable causes.

Meet Our Team

Committed Experts Delivering in Their Scope of Excellence. Collaboratively, All in the Same Place.

Troy Noor

Troy Noor, CFP®, CFA

Director of Portfolio Management

Background

  • Executive Director at Boulevard Wealth Management, Inc.
  • Financial industry experience in portfolio management and comprehensive planning since 1996.
  • Founder of Alpha Investment Advisors, Inc.

Service Role

  • Portfolio Manager: Signature Six™ investment strategies, customized investment allocation plans, tax harvesting, re-balancing
  • Portfolio Risk Oversight: Separate account management, Signature Six™ overlay management
  • Mean-Variance Optimization: Portfolio aggregation, research, testing and allocation

Community

  • Board Member: Eden Prairie Chamber of Commerce
  • Group Leader: Hill Cities Men's Bible Study

Education

  • Bachelor of Applied Science (B.A.Sc.), International Business
  • CERTIFIED FINANCIAL PLANNER™  Curriculum
  • Chartered Financial Analyst® Curriculum

Distinctions

  • CFP® Certificant, CFP Board, Inc.
  • Active CFA® Charter holder, CFA Institute

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Troy Noor, CFP®, CFA® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Brennan McCarthy

Brennan McCarthy, CFP®

Director of Financial Planning

Background

  • Comprehensive Personal Planning for High-Earning Professionals (2019-Present)
  • Director of Planning at Boulevard Wealth Management, Inc. (2019-Present)
  • Paraplanner, Boulevard Wealth Management, Inc. (2017-2019)
  • Intern, Boulevard Wealth Management, Inc. (2014-2017)
  • Multi-Family Rental Property Real Estate Investing (2017-Present)

Service Role

  • Plan Preparation, Analysis and Design
  • Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
  • Portfolio Optimization, Accounting and Rebalancing
  • Financial Advice to Commission-Based Professionals, including Real Estate Brokers and Developers

Education

  • Bachelor of Arts degree, University of St. Thomas
  • CERTIFIED FINANCIAL PLANNER™ Curriculum

Distinctions

  • CFP® Certificant, CFP Board, Inc.

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Brennan McCarthy, CFP® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Derek Villars

Derek Villars, CLU®, CASL®, ChFC®

Director of Risk Management

Background

  • Risk Management Director and CFO at Boulevard Wealth Management, Inc.
  • Advanced Insurance Case Design, Pre-Underwriting Analysis and Policy Advisory
  • Risk Management and Insurance Consultant to High-Net-Worth Families and Other Advisers since 2004
  • Founder of Villars Midwest - Independent Boutique Insurance Agency

Service Role

  • Insurance Policy Performance Audits and Marketplace Comparison Evaluations
  • Advanced Estate Planning: Gifting Strategies, Trust Funding
  • Advanced Business Planning: Business Succession Planning, Deferred Compensation Structuring
  • Expert Insurance Procurement and Placement

Education

  • Bachelor of Arts degree (1991 - 1996) - St. Cloud State University
  • Professional Designation Curriculum (2005, 2013 - 2014) - American College of Financial Services

Distinctions

  • CLU® - CHARTERED LIFE UNDERWRITER™
  • CASL® - CHARTERED ADVISORY FOR SENIOR LIVING™
  • ChFC® - CHARTERED FINANCIAL CONSULTANT™

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Derek Villars, CLU®, CASL®, ChFC® does not offer tax or legal advice. Please consult the appropriate advisor. The CLU®, CASL®, ChFC®, CHARTERED LIFE UNDERWRITER™, CHARTERED ADVISOR FOR SENIOR LIVING™ and CHARTERED FINANCIAL CONSULTANT™ marks are the property of the American College, which reserves the sole rights to its use, and are used with permission.

Isaac Benner

Isaac Benner, CFP®

Associate Advisor

Background

  • Associate Advisor, Boulevard Wealth Management, Inc.
  • Wealth Management Consultant, Oak Ridge Financial Services Group
  • Financial Planning Intern, White Oaks Wealth Advisors
  • Financial Planning Program Student Director, University of Minnesota Duluth

Services Role

  • Plan Preparation, Analysis and Design
  • Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
  • Portfolio Optimization, Accounting and Rebalancing, Trades Support

Education

  • Bachelor of Business Administration, Financial Planning, University of Minnesota Duluth
  • Bachelor of Business Administration, Finance, University of Minnesota Duluth
  • CERTIFIED FINANCIAL PLANNER™ Curriculum

Distinctions

  • Licensed Producer for Life, Health, Disability, and Long-Term Care Insurance
  • Series 66 - Uniform Combined State Law Examination
  • CERTIFIED FINANCIAL PLANNER™ - January, 2024

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and . Licensed Insurance Agency. Isaac Benner, CFP® does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Karen Hasegawa

Karen Hasegawa

Client Service Associate

Background

  • Client Service Associate at Boulevard Wealth Management, Inc.
  • Client Services Associate at Wealth Enhancement Group

Services Role

  • Customer Service Specialist
  • Serves as point of contact for client inquiries

Education

  • Bachelor of Arts - Mount Allison University - Sackville, NB

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and Licensed Insurance Agency. Karen Hasegawa does not offer tax or legal advice. Please consult the appropriate advisor.

Andrew Lehner

Andrew Lehner, JD

Strategic Partner - Estate

Background

  • Managing Principal, Lehner Law Office, PLLC
  • Assistant Director, Career & Professional Development, William Mitchell College of Law

Services Role

  • Advanced Estate Analysis: Gifting Strategies, Revocable and Irrevocable Trust Design
  • Advanced Business Planning: Business Succession Planning, Deferred Compensation Design
  • Boulevard Estate Services Consultant: Generational Wealth Planning, Estate Settlement & Transitions

Education

  • Bachelor of Arts, Northwestern College
  • Juris Doctor, William Mitchell College of Law

Distinctions

  • 2007 Minnesota Bar Admissions
  • 2014 Wisconsin Bar Admissions

Legal Services offered separately through Lehner Law Office, PLLC, a full-service law firm. Visit www.lehnerlawoffice.com for more information. Trust Administration offered separately through Fiduciary Partners, Inc.

Let's Find Out What Fits Your Life.

Let's Find Out What Fits Your Life.

You don't have to navigate big financial decisions alone. Reach out today to share your story, voice your concerns, and explore your options with a team that truly cares.

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