Boardwalk Wealth Management is a financial planning firm based in Ann Arbor, MI, offering personalized services to individuals, small business owners, affluent families, pre-retirees, and retirees. Their team of advisors strives to understand their clients' unique goals and design tailored financial strategies to help them build, invest, and protect their wealth.
With a focus on people-focused financial planning, Boardwalk Wealth Management provides services such as investment management, risk management, college planning, cash flow planning, and company 401(k) plans. They aim to act as partners in planning, helping clients organize and enhance their financial picture to achieve their long-term goals.
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