Boulevard Wealth Management of Champlin

Boulevard Wealth Management of Champlin is a wealth management firm in Champlin, MN, located at 7825 Washington Ave S #100. The firm operates as a family office that stewards client resources to maintain independence and secure legacy planning. It serves commission-based professionals, such as real estate brokers and developers, as well as high-income executives and individuals seeking financial independence. Specific services include variable compensation planning to navigate fluctuating income, optimizing equity compensation for executives, and tailored strategies for achieving financial independence. The firm adheres to a fiduciary standard and utilizes a team-based approach to address client goals.

The firm was founded in 2010 when its founders brought a multi-family office, team-based approach to family financial planning in Minnesota. The founding members previously worked in investment, bank, or insurance brokerage environments and formed the firm to offer an alternative to traditional financial company structures. Since inception, the firm has committed to a fiduciary standard, emphasizing ethics and transparency in advising clients. The firm offers a guarantee to organize, simplify, and clarify a client's financial life or refund the planning fee. By 2012, the firm had attracted the attention of like-minded practice owners who shared common values in the industry.

The firm holds a 5.00 rating from customers who have reviewed it. This positive feedback reflects the client experience with the firm's planning services and fiduciary approach.

Boulevard Wealth Management of Champlin provides specialized financial planning for professionals with variable income and equity compensation in the Champlin area.