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
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Saving for College 101
Here’s a crash course on saving for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.