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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Income Taxes Work
A quick look at how federal income taxes work.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Saving for College 101
Here’s a crash course on saving 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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”