The path to financial independence starts here.

Helping mid-career professionals turn their peak earning years in to lifelong financial independence.

Can we help you?

Boulevard Money works with high-earning mid-career professionals who want to use their peak earning years to chart a path to financial independence. Through fiduciary financial planning, we create flexible financial strategies.

So who are our clients?

  • They are usually in their peak earning years, between 45-60 years old.

  • Have at least $250,000 in investible assets (excluding real estate), OR an annual household income above $200,000.

  • Are compensated not only through salaries, but also bonuses, stock options and other forms of executive compensation.

  • They are looking to establish lasting financial independence and generational wealth through estate planning.

 

Ready to declare independence?