1<!DOCTYPE html> 2<html lang="en" class="no-js"> 3<head> 4<meta charset="utf-8"> 5<meta http-equiv="X-UA-Compatible" content="IE=edge"> 6 7<link rel="shortcut icon" href="https://static.twentyoverten.com/5eff7c83d983885826f93189/favicon/SJGhYeUgO-favicon.ico" type="image/x-icon"> 8 9<meta name="viewport" content="width=device-width,initial-scale=1"> 10<meta http-equiv="cleartype" content="on"> 11<meta name="robots" content="noodp"> 12 13<!-- Title & Description --> 14<title>Who We Serve â Boardwalk Wealth Management</title> 15<meta name="description" 16content="We provide financial planning and portfolio management services to high-net-worth individuals, pension and profit-sharing companies, charitable organizations and other businesses. "> 17<!-- Open Graph --> 18<meta property="og:site_name" content="Boardwalk Wealth Management"> 19<meta property="og:title" content="Who We Serve"> 20<meta property="og:description" content=""> 21<meta property="og:url" content="https://boardwalkwm.com/how-we-help/who-we-serve"> 22<meta property="og:type" content="website"> 23 24<meta itemprop="name" content="Who We Serve"> 25<meta itemprop="description" content="We provide financial planning and portfolio management services to high-net-worth individuals, pension and profit-sharing companies, charitable organizations and other businesses. 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439} 440.editable .overlay-content { 441 opacity: 1; 442 visibility: visible; 443 position:relative; 444 top:unset; 445 left:unset; 446 width:auto; 447 height:auto; 448 border:dashed 2px #aaa; 449 border-radius:6px; 450 margin:2rem 0; 451} 452.editable .overlay-content::before { 453 content: 'Overlay Content'; 454 display: block; 455 position: absolute; 456 bottom: 100%; 457 left: -1px; 458 background: #333; 459 color: white; 460 font-size: 9px; 461 text-transform: uppercase; 462 font-weight: 600; 463 padding: .5em 1em; 464 border-radius: 4px; 465 border-bottom-left-radius: 0; 466 border-bottom-right-radius: 0; 467} 468.editable .overlay-content .overlay-content-wrapper { 469 position:relative; 470 opacity:1; 471 transform: translate3d(0, 0, 0); 472 473} 474 475@media (min-width: 820px) { 476 .overlay-content { 477 position: fixed; 478 top: 50%; 479 left: 50%; 480 -ms-transform:translate(-50%, -50%); 481 -webkit-transform:translate(-50%, -50%); 482 transform:translate(-50%, -50%); 483 width: 70%; 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818 819<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/4JwhFeTkyj/logo-boardwalk.png" alt="Logo for Boardwalk Wealth Management"> 820 821 822</a> 823</div> 824 825 826 827<div class="menu-toggle"> 828<span></span> 829</div> 830<nav id="main-navigation"> 831<ul> 832 833 834 835<li><a href="/">Home</a></li> 836 837 838 839<li class="dropdown"> 840<a href="/about">About </a> 841<ul> 842 843 844 845<li><a href="/about/why-boardwalk">Why Boardwalk?</a></li> 846 847 848 849 850<li><a href="/about/meet-your-advisor">Meet Your Advisor</a></li> 851 852 853</ul> 854</li> 855 856 857 858<li class="dropdown active"> 859<a href="/how-we-help">How We Help</a> 860<ul> 861 862 863 864<li class="active"><a href="/how-we-help/who-we-serve">Who we serve</a></li> 865 866 867 868 869<li><a href="/how-we-help/our-fees">Our Fees</a></li> 870 871 872</ul> 873</li> 874 875 876 877<li><a href="/blog">Blog</a></li> 878 879 880 881<li><a href="/contact">Contact</a></li> 882 883 884 885 886<li> 887<a href="/getting-started" class="btn">GETTING STARTED</a> 888</li> 889 890 891 892 893</ul> 894</nav> 895 896</div> 897</header> 898 899 900<div 901class="page-bg is-0"> 902 903 904<div class="bg" 905style="background-image:url('https://static.twentyoverten.com/5eff7c83d983885826f93189/hK5HUXOME1/brad-switzer-0G3Kj9L2JH0-unsplash-1.jpg'); background-position: center top; background-repeat: no-repeat; background-attachment: scroll; background-size: cover;"> 906</div> 907 908 909<div class="overlay"> 910<div class="container"> 911 912 913<div class="header-push"></div> 914 915 916<div class="hero-content" 917data-location="hero_content" data-id="69f408978e315e484e495dd3" data-type="hero"> 918<hr class="specialhr"><h2 dir="ltr" style="text-align: center;">Proudly Serving</h2><h1 dir="ltr" style="text-align: center;">Small Business Owners, Affluent Individuals and Those Preparing for Retirement</h1><hr class="specialhr"> 919</div> 920</div> 921</div> 922 923</div> 924 925<div 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971<main id="content" class="main-content" data-location="content" data-id="69f408978e315e484e495dd3" data-type="page" role="main"> 972<h2 dir="ltr"><strong>Our Clients Remain</strong></h2> 973 974<h4 class="accented" dir="ltr"><strong>At the Heart of Our Solutions</strong></h4> 975 976<p class="is-m0 is-h4"> 977<br> 978</p> 979 980<p id="isPasted">We help individuals and families make thoughtful financial decisions during key life transitions â including 401k rollovers, retirement, and inheritances â while building long-term investment strategies aligned with their goals.</p> 981 982<p>Whether youâre navigating an important decision or looking for ongoing guidance, our approach is designed to provide clarity, structure, and long-term confidence. 983<br> 984</p> 985<hr> 986 987<h2 dir="ltr" style="text-align: center;"> 988<br><strong>What We Do</strong></h2> 989<div class="row"><span class="delete-row"></span> 990<div class="col-xs-12 col-sm-4"> 991<div class="accordion"> 992<a class="toggle-accordion" href="#"> 993<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/jNVkRKPi8S/budget-1.svg" style="display: block; vertical-align: top; margin: 0px auto; width: 60px;" alt="Calculator icon"> 994 995<h3>401k & Retirement Transitions</h3> 996</a> 997<div class="accordion-content"> 998 999<p dir="ltr">Helping you make informed decisions about your retirement accounts â whether youâre leaving a job, retiring, or considering a 401k rollover.</p> 1000</div></div></div> 1001<div class="col-xs-12 col-sm-4"> 1002<div class="accordion"> 1003<a class="toggle-accordion" href="#"> 1004 1005 1006<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/83pmsdZuqh/piggy-bank-5.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Piggybank icon"> 1007 1008<h3>Inheritance & Wealth Transitions</h3> 1009</a> 1010<div class="accordion-content"> 1011 1012<p dir="ltr">Guidance during important financial moments, helping you make thoughtful decisions with a long-term perspective.</p> 1013</div></div></div> 1014<div class="col-xs-12 col-sm-4"> 1015<div class="accordion"> 1016<a class="toggle-accordion" href="#"> 1017 1018 1019<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/m_6LL4CbXS/chart-4.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Pie chart icon"> 1020 1021<h3>Investment Management</h3> 1022</a> 1023<div class="accordion-content"> 1024 1025<p dir="ltr">Building and managing a portfolio aligned with your goals, risk tolerance, and long-term plan.</p> 1026</div></div></div> 1027<div class="col-xs-12 col-sm-4"> 1028<div class="accordion"> 1029<a class="toggle-accordion" href="#"> 1030 1031<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Palm Tree icon"> 1032 1033<h3>Retirement 1034<br>Planning</h3> 1035</a> 1036<div class="accordion-content"> 1037 1038<p dir="ltr">Creating a clear strategy to help you transition into retirement with confidence and sustainability.</p> 1039</div></div></div> 1040<div class="col-xs-12 col-sm-4"> 1041<div class="accordion"> 1042<a class="toggle-accordion" href="#"> 1043 1044<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/72AtlFOvEY/money-24.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Money icon"> 1045 1046<h3>Tax-Aware Financial Planning</h3> 1047</a> 1048<div class="accordion-content"> 1049 1050<p dir="ltr">Structuring your financial decisions with tax efficiency in mind to help preserve and grow your wealth.</p> 1051</div></div></div> 1052<div class="col-xs-12 col-sm-4"> 1053<div class="accordion"> 1054<a class="toggle-accordion" href="#"> 1055 1056<img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/3EcZDWYyz8/computer.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Computer icon"> 1057 1058<h3>Ongoing Financial Strategy</h3> 1059</a> 1060<div class="accordion-content"> 1061 1062<p dir="ltr">Providing continuous guidance as your life evolves, ensuring your plan stays aligned over time.</p> 1063</div></div></div></div> 1064 1065<p> 1066 1067 1068<br> 1069</p> 1070<hr> 1071<!-- <div class="row center-xs"><span class="delete-row"></span> 1072 <div class="col-xs-6 col-sm-4 col-md"> 1073 1074 <p class="hero" dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/jNVkRKPi8S/budget-1.svg" style="display: block; vertical-align: top; margin: 0px auto; width: 60px;" alt="Calculator icon"></p> 1075 <hr> 1076 1077 <p dir="ltr" style="text-align: center;">Investment Management</p> 1078 </div> 1079 <div class="col-xs-6 col-sm-4 col-md"> 1080 1081 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/83pmsdZuqh/piggy-bank-5.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Piggybank icon"></p> 1082 <hr style="text-align: center;"> 1083 1084 <p dir="ltr" style="text-align: center;">Retirement Planning</p> 1085 </div> 1086 <div class="col-xs-6 col-sm-4 col-md"> 1087 1088 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/m_6LL4CbXS/chart-4.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Pie chart icon"></p> 1089 <hr style="text-align: center;"> 1090 1091 <p dir="ltr" style="text-align: center;">Risk Management</p> 1092 </div> 1093 <div class="col-xs-6 col-sm-4 col-md"> 1094 1095 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/VDc0z1yDWX/education-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Graduation icon"></p> 1096 <hr style="text-align: center;"> 1097 1098 <p dir="ltr" style="text-align: center;">College Planning</p> 1099 </div> 1100 <div class="col-xs-6 col-sm-4 col-md"> 1101 1102 <p class="accented" dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/72AtlFOvEY/money-24.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Money icon"></p> 1103 <hr style="text-align: center;"> 1104 1105 <p dir="ltr" style="text-align: center;">Cash Flow Planning</p> 1106 </div> 1107 <div class="col-xs-6 col-sm-4 col-md"> 1108 1109 <p dir="ltr" style="text-align: center;"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/3EcZDWYyz8/computer.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto;" alt="Computer icon"></p> 1110 <hr style="text-align: center;"> 1111 1112 <p dir="ltr" style="text-align: center;">Company 401(k) Plans</p> 1113 </div></div> --> 1114 1115<h2 dir="ltr" style="text-align: center;"> 1116<br><strong>When Weâre Most Valuable</strong></h2> 1117 1118<p class="is-h4 is-m0 accented"> 1119<br> 1120</p> 1121<div class="row center-xs"><span class="delete-row"></span> 1122<div class="col-xs-12 col-sm-6"><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;
1122" alt="Business icon"> 1123 1124<p class="is-mb0 is-h3">Leaving a Job or Transitioning</p> 1125 1126<p>If youâve recently left a job or are planning your next step, one of the most important decisions is what to do with your retirement accounts â including your 401k rollover options.</p> 1127<hr class="left"> 1128<!-- this will trigger the overlay --> 1129<a class="open-overlay btn" data-target="small-business-owners" href="#">Learn More</a> 1130 1131<p> 1132<br> 1133</p> 1134<!-- this can go anywhere on the page --> 1135<div class="modal-overlay"> 1136<div class="overlay-content" id="small-business-owners"> 1137<button class="close-overlay">Close</button> 1138<div class="overlay-content-wrapper"><img alt="Business icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/sI4HHPCcv4/business-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1139 1140<h2>Leaving a Job or Transitioning</h2> 1141<hr class="left"> 1142 1143<p dir="ltr">If youâve recently left a job, one of the most important decisions youâll make is what to do with your retirement accounts. We help you evaluate your options â including 401k rollovers â and make a decision aligned with your long-term goals.</p> 1144 1145<h4 dir="ltr">HOW WE HELP</h4> 1146 1147<ul> 1148<li dir="ltr">Review your 401k rollover options</li> 1149<li dir="ltr">Help avoid unnecessary taxes or penalties</li> 1150<li dir="ltr">Align your investments with your goals</li> 1151<li dir="ltr">Integrate decisions into a long-term plan</li> 1152 1153</ul> 1154</div></div></div></div> 1155<div class="col-xs-12 col-sm-6"> 1156<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Family icon"> 1157 1158<p class="is-mb0 is-h3">Receiving an Inheritance</p> 1159 1160<p class="is-mb0">An inheritance can create both opportunity and uncertainty. We help you make thoughtful decisions while keeping your long-term goals in focus. 1161<br> 1162<br> 1163</p> 1164<hr class="left"> 1165<a class="open-overlay btn" data-target="affulent-individuals-families" href="#">Learn More</a> 1166 1167<p> 1168<br> 1169</p> 1170<!-- this can go anywhere on the page --> 1171<div class="modal-overlay"> 1172<div class="overlay-content" id="affulent-individuals-families"> 1173<button class="close-overlay">Close</button> 1174<div class="overlay-content-wrapper"><img alt="Family icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/YcdYZxN5z2/family-12.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1175 1176<h2>Receiving an Inheritance</h2> 1177<hr class="left"> 1178 1179<p dir="ltr">Receiving an inheritance can come with both opportunity and uncertainty. We help you make thoughtful decisions while keeping your overall financial picture in mind.</p> 1180 1181<h4 dir="ltr">HOW WE HELP</h4> 1182 1183<ul> 1184<li dir="ltr">Create a plan for inherited assets</li> 1185<li dir="ltr">Provide guidance during key decisions</li> 1186<li dir="ltr">Align assets with your long-term goals</li> 1187<li dir="ltr">Coordinate with tax or estate professionals</li> 1188</ul> 1189</div></div></div></div> 1190<div class="col-xs-12 col-sm-6"> 1191<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Palm tree icon"> 1192 1193<p class="is-mb0 is-h3">Preparing for Retirement</p> 1194 1195<p class="is-mb0">Retirement isnât just about saving â itâs about having a clear, sustainable plan for the next stage of life.</p> 1196<hr class="left"> 1197<a class="open-overlay btn" data-target="pre-retirees" href="#">Learn More</a> 1198 1199<p> 1200<br> 1201</p> 1202<!-- this can go anywhere on the page --> 1203<div class="modal-overlay"> 1204<div class="overlay-content" id="pre-retirees"> 1205<button class="close-overlay">Close</button> 1206<div class="overlay-content-wrapper"><img alt="Palm tree icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/xJ_hqPFMrC/oasis.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1207 1208<h2>Preparing for Retirement</h2> 1209 1210<hr class="left"> 1211 1212<p dir="ltr">Planning for retirement requires more than just saving. We help you transition into retirement with structure and confidence.</p> 1213 1214<h4 dir="ltr">HOW WE HELP</h4> 1215 1216<ul> 1217<li dir="ltr">Build a retirement income strategy</li> 1218<li dir="ltr">
1218Optimize withdrawals for tax efficiency</li> 1219<li dir="ltr">Review all accounts and benefits</li> 1220<li dir="ltr">Ensure long-term sustainability</li> 1221<li dir="ltr">Expanded Section: Established Professionals & Business Owners</li> 1222</ul> 1223</div></div></div></div> 1224<div class="col-xs-12 col-sm-6"> 1225<!-- this will trigger the overlay --><img src="https://static.twentyoverten.com/5eff7c83d983885826f93189/JGReffAd53/budget-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;" alt="Palm tree icon"> 1226 1227<p class="is-mb0 is-h3">Established Professionals & Business Owners</p> 1228 1229<p class="is-mb0">As your career or business grows, your financial life becomes more complex. We provide ongoing guidance to help you stay organized and intentional.</p> 1230<hr class="left"> 1231<a class="open-overlay btn" data-target="established-professionals-business-owners" href="#">Learn More</a> 1232 1233<p> 1234<br> 1235</p> 1236<!-- this can go anywhere on the page --> 1237<div class="modal-overlay"> 1238<div class="overlay-content" id="established-professionals-business-owners"> 1239<button class="close-overlay">Close</button> 1240<div class="overlay-content-wrapper"><img alt="Budget icon" src="https://static.twentyoverten.com/5eff7c83d983885826f93189/JGReffAd53/budget-1.svg" style="width: 60px; display: block; vertical-align: top; margin: 0px auto 0px 0px;"> 1241 1242<h2>Established Professionals & Business Owners</h2> 1243 1244<hr class="left"> 1245 1246<p dir="ltr">As your income and responsibilities grow, your financial decisions become more important. We provide ongoing guidance to help you stay aligned.</p> 1247 1248<h4 dir="ltr">HOW WE HELP</h4> 1249 1250<ul> 1251<li dir="ltr">Coordinate investments with your overall plan</li> 1252<li dir="ltr">Support key financial decisions</li> 1253<li dir="ltr">Align strategy with career or business changes</li> 1254<li dir="ltr">Provide ongoing advice as life evolves</li> 1255</ul> 1256</div></div></div></div></div> 1257 1258<p dir="ltr" style="text-align: center;"> 1259<br> 1260</p> 1261<hr class="centerhr"> 1262 1263<h2 dir="ltr" style="text-align: center;"><strong>Sound Like You?</strong></h2> 1264 1265<p dir="ltr" style="text-align: center;"><a class="btn primary" href="/getting-started">Start Working With Us Today</a></p> 1266 1267<p class="is-h3 is-mb0"> 1268 1269<br> 1270</p> 1271 1272<h3 dir="ltr" style="text-align: center;">We Know How Important It Is</h3> 1273 1274<h3 dir="ltr" style="text-align: center;">To Address Your Concerns Under One Roof</h3> 1275 1276<p class="is-m0 is-h4" style="text-align: center;"> 1277<br> 1278</p> 1279 1280<p dir="ltr" style="text-align: center;">At Boardwalk, weâre happy to connect with other professionals you may be working with currently, such as accountants, attorneys, etc. in order to create synergy among your needs. Additionally, if you have questions about the scope of our services, we encourage you to <a href="https://boardwalkwm.com/contact" target="_self">contact us</a>.</p> 1281</main> 1282</div> 1283 1284</div> 1285<footer class="footer" role="contentinfo"> 1286<div class="footer-wrapper"> 1287<div class="container"> 1288<div class="footer-content" data-location="footer" data-id="69f408978e315e484e495dd3" data-type="footer"> 1289<div class="callout" style="margin-top: -3em; text-align: center;"> 1290 1291<p class="is-h1">Let's Talk!</p> 1292 1293<p>We invite you to stop worrying about your money and start investing in your financial future. 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