Broker Check
Inspire You Honor Your Values Secure Your Legacy

Sustainable and Impact 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 30 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, and we’d love to help you create your Sustainable Legacy.

View our Services

 

Sustainable Investment Management

 
 

Comprehensive Financial Planning

 
 

Retirement and Education

 
 

Tax-Advantaged Plans for Business

 

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow