Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login INVESTMENT MANAGEMENT Ask a question FINDING THE RIGHT SOLUTIONS FOR YOUR NEEDS Along with your retirement plan, finding the best strategy and level of risk for your investments is crucial. To ensure your money is invested wisely, our advisors develop personalized and diversified long-term investment strategies designed for business owners, executives, entrepreneurs, and wealthy families. Our process includes determining your risk profile, building and designing your portfolio, creating customized investment solutions, and providing asset and portfolio management—all while implementing strategic Tax Optimization opportunities. HOW WE HELP YOU GET THERE Our investment management strategy follows seven key principles: Request a Meeting RELATED SERVICES Our Approach Tax Optimization Personal Financial Planning START YOUR SUCCESS JOURNEY Boulay’s WealthNAV™ Experience takes a step-by-step approach, guiding you through life’s journey. We explore what you value—your interests, hopes and goals to develop a personalized wealth and tax strategy plan. With ongoing evaluation, we help you visualize where you want to be in the future, helping you create clarity and an enduring legacy that passes on your values and wealth. Get Started with WealthNAV™ WEALTH MANAGEMENT TEAM LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post GET A REVIEW OF YOUR EXISTING INVESTMENTS Developing a diversified long-term investment strategy designed for you is important for reaching your goals. Boulay helps you determine your risk management and define your investment objectives. Contact Us SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK