Sustainable Investments for a Prosperous Future
You can have both.
You can meet your financial goals without compromising your values.
You can create both a financial and a social legacy.
We have more than 25 years of investment experience, creating custom solutions that help investors achieve both their financial and social objectives – without sacrificing performance.
- As an independent Registered Investment Advisor, we act as a fiduciary, placing your interests above all others.
- As a firm run by a Chartered Financial Analyst, we’re held to the industry’s highest ethical standards.
- And as the region’s first Certified B Corporation wealth manager, we are aiming for a “triple bottom line” (people, planet, profit) in all that we do.
We’re Boardwalk Capital Management.
We’d love to help you create your Sustainable Legacy.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five phases to changing unhealthy behaviors.
There are ways to improve your physical fitness without denting your fiscal fitness.
However exciting retiring abroad may sound, it deserves considerable planning.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?