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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

 
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Helpful Content

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3 Estate Challenges for Blended Families

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator helps estimate your federal estate tax liability.

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

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Have you explored all your options when it comes to managing your taxable income?

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Learn about what risk tolerance really means in this helpful and insightful video.

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Imagine your ideal post-pandemic retirement with this animated video.

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