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Inspire You Honor Your Values Secure Your Legacy

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.

View our Services


Sustainable Investment Management


Comprehensive Financial Planning


Retirement and Education


Tax-Advantaged Plans for Business


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TIPS for Inflation

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

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This calculator demonstrates the power of compound interest.

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My Retirement Savings

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Historical Inflation

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Learn more about taxes, tax-favored investing, and tax strategies.

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You’ve made investments your whole life. Work with us to help make the most of them.

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