Boulevard Wealth Management, Inc.

Building a Family Office Values-Driven Life Planning The 2010 release of the Life Cycle of Wealth™ client-advisor model established Boulevard as a life planning leader. The Life Cycle open framework provides a basis for client decision- making that is simple, objective, and recurring across generations. It presupposes a fiduciary standard for advisors, and requires a life-long risk management viewpoint for clients. The model ultimately allows personal finances to become secondary to values-driven life planning. Complete Portfolio Management In late 2013, Alpha Investment Advisors, Inc., and Boulevard Wealth Management, LLC merged, providing Boulevard’s Signature Five™ portfolio strategies with internal overlay management. The merger also increased Boulevard’s Midwestern presence as a full-service portfolio management firm, providing conservative, separate account management expertise for its key clients. Custom Risk Underwriting In 2014, Boulevard expanded its risk management capabilities with the addition of independent insurance agency, Villars Midwest, to its core operations. The integration with Villars Midwest gave Boulevard clientele onsite support for risk transfer strategies within their plans, including pre-policy comparisons, pre-underwriting, and policy audits. A Risk Management Paradigm Since the five original Boulevard portfolio strategies were introduced in 2006, The Boulevard Signature Five™ have remained an essential element of a complete risk assessment and management process. Since 2009, that process has expanded to include strategic and insurance advisory offerings, designed to deliver written blueprints for client decision-making and risk transfer services to support those decisions.

Address: 6500 City W Pkwy #325, Eden Prairie, MN 55344, USA

Phone: +1 877 664 2583
FAX: