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Welcome to

Boulevard Wealth
Management

Your Family Office


Discover Who We Are

Helping You Plan With Purpose

So You Can Live With Peace

At Boulevard Wealth Management, we faithfully steward your financial resources to maintain your independence and securely leave a legacy. For years, we have worked to consider every detail of our client's lives in order to develop a cohesive plan. As an Eden Prairie-based firm, we utilize our faith and a team-based approach, working in concert with one another, to ensure your goals are addressed.

While our clients have varying needs, many appreciate help with:

Preparing for Success

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We help high achieving young professionals learn the ins and outs of their financial needs. We’ll address how to best allocate your savings, set financial goals, and work toward them in a long-term capacity.

Optimizing Equity Compensation

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As a high-income executive, you likely don’t have the time or know-how to address the complexities surrounding your executive compensation. We’ll help you execute a plan to maximize value and minimize taxes throughout your financial life.

Achieving Financial Independence

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We help you reach the point where you are working because you want to, not because you have to and to realize your full life potential.


Our Guarantee

We promise to organize, simplify and clarify your financial life or we will refund your planning fee. 

Committed to a Fiduciary Standard

To Improve Your Financial and Personal Outcomes

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.

Putting Our Clients First

Every Step of the Way

Each of the founding members of Boulevard left the typical corporate environments to better serve clients and operate independently and with transparency. We take pride in providing client-focused solutions and look forward to learning more about your needs and how we can best serve you.

Utilizing a Team-Based Approach

To 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.

Understanding Your Needs

In Order To Develop a Cohesive Plan

In every client service situation, we will strive to deliver beyond your expectations and will persist to achieve a complete resolution.

Common or Frequently Asked Questions


Is Boulevard Wealth Management a fiduciary?

Yes. Boulevard Wealth Management operates as a fiduciary, delivering advice and service that furthers your objectives without the influence of outside concerns. A fiduciary is charged with acting only in a clients’ best interest. This contrasts the “suitability” standard used by many investment brokerages and insurance firms where advisors only need to make an argument that their recommendations “fit” a client or don’t cause harm. Further, we do not receive revenue sharing, perks or compensation from any third parties.

How is Boulevard Wealth Management unique?

We are a full-service wealth management firm operating under Christian values and based in Eden Prairie, Minnesota. Boulevard’s team based approach makes us stand out above other financial advisory firms. Our industry has developed a reputation where advisors tend to be the “jack of all trades, but masters of none.” The Boulevard Team has flipped this philosophy on its head by developing experts in each respective discipline of wealth management - from investments, insurance and financial planning to tax planning and even estate planning.

Does Boulevard have account minimums?

Yes. For those looking for help with investments and portfolio management, we have a stated minimum of $100,000 of investable assets for new clients. This minimum may be waived for new clients who would still receive enough value from our services to outweigh the cost. This is often true for younger professionals with high potential.

What are the services offered and costs involved?

1. Comprehensive financial planning  with MoneyWorks™  

Financial planning projects are completed for a predetermined flat fee. Fee estimates are provided prior to engagement. We begin by conducting an onboarding process to gather all the financial facts as well as your thoughts and perceptions surrounding your financial life. From here, the Boulevard Team will assess and custom build a plan based on your personal financial life, goals and needs. Here the client benefits from a collaborative approach with the insight of multiple experienced and credentialed advors from multiple scopes of excellence. The mutually agreed planning fee becomes payable upon delivery of the plan, but Boulevard will continue to help the client execute on recommendations and advise within the scope of the agreement.  Boulevard will add value beyond our planning fees, guaranteed. In the unlikely chance a client does not see a fair exchange of value, we will refund the planning fee of the current engagement. Clients can review their plans regularly through ongoing review meetings, and via the MoneyWorks™ Client Web Portal.

2. Portfolio Advisory Services

Boulevard Wealth Management provides full-service investment management services, with an emphasis on risk management. After a comprehensive assessment of your personal risk tolerance, we implement a systemtic rebalancing approach that allows us to take profits from the areas of the market that have gone up and subsequently buy into areas that are down.  Portfolio Advisory Services are billed as a quarterly fee on assets under management, according to the most current fee schedule in our form ADV.


3. Insurance Advisory Services

Boulevard Insurance Advisory Services are unique in their approach. Unlike any other insurance agency, we purposely built our insurance arm to best serve the client, as opposed to being a profit center for the company. Boulevard measures success by the extent we help to increase clients’ assets and portfolios. Thus, we seek to  minimize the expense of insurance while still covering the needs that only insurance can fill as identified in a clients’ financial plan. Insurance can be an indispensable tool for some clients, while a completely unnecessary expense for others. We will help you assess your needs while minimizing the expense. To this end, we employ a unique process that allows us to shop the universe of policies available for you and identify the best value for you personally. If we get a surprising or disappointing offer from a carrier, our process allows us to go back and reshop the market with  no additional inconvenience to the client, saving you time and money. Further, our in-house experts are highly skilled and experienced in evaluating existing policies for performance and efficiency as well as designing plans and policies for high efficiency to meet a specific personal or corporate goal. It is not one size fits all here. 

Who does Boulevard Wealth Management work with?
Our team works with a wide range of individuals and families. Among these, 3 specific career/life tracks are common:

1. Young Professionals

Young professionals come to us as their financial life begins to get more complex than they are comfortable dealing with or than they have the time or energy to stay on top of. They often find that they earn more money than they spend. Frequently, they are recently married couples with questions around how to save, where to save, how much of a home can we or should we be seeking to purchase and what impact will  children have on their plans.

2. Executives With Equity Compensation

As a professional or executive moves up the ladder, equity instruments become commonly offered as part of compensation. To maximize this opportunity, one must carefully watch the market and understand the nuances of these structures and the tax implications and strategies available. Many times, the young professional is offered such compensations and has little to no knowledge of how to maximize this asset.  Often these clients have a good understanding of investments, but are too busy to focus on managing the complexities of maximizing such an asset. Boulevard has vast experience and education in this are and can provide enormous value to these clients.


3. Reaching and Maintaining Financial Independence

Often, we are approached by people who have successfully managed their own finances throughout their careers, but would like an expert opinion before leaving their primary occupation. It is common to feel stress and uncertainty when making so many important and often irreversible financial decisions all at once. These clients are often most concerned with questions around: am I financially ready to retire? How can I secure and preserve my nest-egg?  When should I claim Social Security? How will I pay for medical expenses and/or major medical insurance? Can I provide for myself AND leave a legacy, if so what is the most efficient way to accomplish this? We frequently receive high praise for not only answering these questions, but providing peace of mind and confidence for our clients.

How do I engage with Boulevard Wealth Management?

If you would like to see if Boulevard is a good fit for you personally and if we can add value above and beyond expense, the first step is to reach out and schedule a no obligation, no-cost discovery meeting. This 60-minute meeting is designed to give both you and Boulevard a chance to ask questions, get to know one another, document your “money values,” establish a preliminary understanding of your financial landscape, and discuss fees and services. Together, we will determine and conclude whether Boulevard can add enough value to exceed fees. If there is enough value, we will send you home with our Client Agreement to review and send back if you would like to move forward.

Have a Question That Wasn’t Answered?

For more information, please reference our Form ADV, which outlines the firm’s registrations and business practices in more detail.

Committed Experts Delivering in Their Scope of Excellence

Collaboratively, All in the Same Place

Get To Know Your Advisory Team

At Boulevard Wealth Management

Troy Noor, CFP®, CFA Photo

Troy Noor, CFP®, CFA

Director of Portfolio Management
Read Bio
Troy Noor

Troy Noor, CFP®, CFA

Email: troy@blvdwealth.com
Phone: (877) 664-2583 xt.401

 

Schedule Time To Meet

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, CFP® Photo

Brennan McCarthy, CFP®

Director of Financial Planning
Read Bio
Brennan McCarthy

Brennan McCarthy, CFP®

Email: brennan@blvdwealth.com
Phone: (877) 664-2583 xt.501


Schedule Time To Meet

Background

  • Comprehensive Personal Planning for High-Income Young 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

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, CLU®, CASL®, ChFC® Photo

Derek Villars, CLU®, CASL®, ChFC®

Director of Risk Management
Read Bio
Derek Villars

Derek Villars, CLU®, CASL®, ChFC®

Email: derek@blvdwealth.com
Phone: (877) 664-2583 xt.301


Schedule Time To Meet

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.

Andrew Lehner, JD Photo

Andrew Lehner, JD

Strategic Partner
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Andrew Lehner

Andrew Lehner, JD

Strategic Partner

Phone: (877) 664-2583 xt.701

 

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.

Robin Abrahamson, CPA/MBT Photo

Robin Abrahamson, CPA/MBT

Strategic Partner
Read Bio
Robin Abrahamson

Robin Abrahamson, CPA/MBT

Strategic Partner


Background

  • Managing Principal, Lines and Ledgers, LTD
  • Tax Professional Serving Clients and Advisers since 1999

Services Role

  • Tax Preparation for Individuals, Families and Closely Held Business
  • Boulevard Tax Planning Consultant: Tax projections and personal tax planning

Education

  • Masters of Business Taxation (2002-2006) - University of Minnesota - Carlson School of Management
  • Bachelor of Science,  Accounting and International Business (1994-1999) 

Tax Services offered separately through Lines and Ledgers, LTD, a full-service tax firm. Visit linesandledgersltd.com for more information.

Meet Our Support Staff

Kathleen Rodine  Photo

Kathleen Rodine

Client Service Associate
Read Bio
Kathleen Rodine

Kathleen Rodine

Client Service Associate

Email: kathleen@blvdwealth.com
Phone: (877) 664-2583 xt.101


Background

  • Client Service Associate  at Boulevard Wealth Management, Inc.
  • Investment and Financial Services professional since 1997

Services Role

  • Customer Service Specialist
  • Accounting and Rebalancing, Trades Support

Education

  • Bachelor of Science, Business Administration - Moorhead State University

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

Isaac Benner Photo

Isaac Benner

Associate Advisor
Read Bio
Gabe Mattick Image Caption

 

Isaac Benner

ASSOCIATE ADVISOR

Email: isaac@blvdwealth.com
Phone: (763) 204-8087 xt.201


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

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor and . Licensed Insurance Agency. New Hire, 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.

Boulevard Wealth Management

Advisory Services & Client Experience

Comprehensive Planning

For the Entirety of Your Financial Life

When working together, our goal is to provide the technical expertise you need to make the best recommendations based on your current situation. We know how unique your circumstances are, which is why we’ll take the time to get to know you and the goals you have in mind. You can feel at ease knowing our advice is offered in your best interest, always.


Here’s What You Can Expect

From Our Personal Advisory Services:

Strategic Planning

We’ll work with you to organize, simplify and clarify your financial life. With a personalized plan, you can expect us to assess your current financial situation, walk with you through the details involved and execute your plan.

Investment Portfolio

Together, we will assess your risk tolerance, construct your portfolio, select investments, and respond to and capitalize on market changes to support your financial plan and minimize downside risks.

Insurance & Protection

We use insurance to protect and enhance your overall financial plan and limit its use to only areas of risk identified by your plan. Our team diligently searches the marketplace to be sure we’ve found the best value for our clients.

Tax Planning

We strive to help you minimize tax obligations over your lifetime. Unlike tax preparers, we assess and then look forward by strategizing and sharing our observations to keep more money in your pocket.

Estate Planning

Often overlooked, preparing and managing your estate is a key factor in long-term planning. Together, we will align your goals with your finances to leave a legacy of which you can be proud.

Interested in Learning More?

From minimizing taxes to managing your estate plan and all of the complexities in between, we strive to provide unmatched service in our solutions and recommendations. Our fees are very competitive in the marketplace and we deliver more for those fees in pursuit of your goals.

Through an ongoing process, we’ll work with you to clarify your needs and how we can best address them.

The Client Process

Here’s What You Can Expect:


Discovery

You will meet with your Boulevard advisor for a 60-minute, no-obligation discovery meeting to examine your money values and goals. In addition, we’ll work through a high-level description of your current financial life, describe who Boulevard Wealth is and explain how we utilize a team-based approach to best serve our clients, and finally we mutually determine whether we are a good fit.

Onboarding

Once we have agreed to work together, we’ll schedule an onboarding call with a planning specialist. During this time, you’ll take a virtual tour of our MoneyWorks planning platform and start loading your important financial information.

Create Strategy

After we’ve successfully understood your values and goals, collected all of your important information, and built out your financial profile The Boulevard Wealth team will brainstorm ways to optimize your financial life. This may include cash flow, retirement, investments, insurance, taxes and estate.

Optimize Together

During our strategy session, you’ll sit down with the Boulevard Wealth team to discuss the recommended course of action. This is a dynamic meeting where we’ll discuss the long-term implications of where you’re currently headed financially, as well as the financial impact of making recommended changes.

Implement Strategy

As a follow-up to your strategy session, you will receive a list of recommendations. Your Boulevard Wealth advisor will then identify the three highest priority and work with you to complete them together.

Review Progress

Regularly scheduled reviews will either be quarterly or semi-annually based on the size of your portfolio. These reviews are designed to focus on your investments. We will revisit the comprehensive plan annually to track progress and change course, as needed.

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Proudly Serving the Twin Cities Metro

In-Person | Virtually

Contact Us

Based in Eden Prairie, Minnesota, we connect with clients face-to-face or virtually depending on your preferences. Whether you’re interested in learning more about our firm or the scope of our services, use the submission form below to get started.

Boulevard Wealth Management

6500 City West Parkway, Suite 325

Eden Prairie, MN 55344

Phone: (877) 664-2583

Email: info@blvdwealth.com