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
Helpful Content
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How Income Taxes Work
A quick look at how federal income taxes work.
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Assess whether you are running “in the black” or “in the red” each month.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
From Boats to Brokers
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No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
16 Wall Street Cliches in 60 Seconds
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?