Risk Management for the Life Cycle of Wealth - The Four Phases of Your Financial Life. BOULEVARD acts as Your Family Office, delivering comprehensive planning, portfolio management, and insurance services for your family - all with a fiduciary standard. Schedule your discovery meeting with a wealth strategist, and your team of experts will handle the rest. The BOULEVARD Team includes 3 CFP professionals, 1 CFA, 1 CLU, 1 CPA/PFS, and 1 JD. Visit www.boulevardwealth.com or call (877) 664-BLVD.
View Top Employees from Boulevard Wealth Management| Website | http://www.boulevardwealth.com |
| Revenue | $1 million |
| Employees | 5 (5 on RocketReach) |
| Founded | 2009 |
| Address | 11995 Singletree Ln, Ste 240, Eden Prairie, Minnesota 55344, US |
| Phone | (763) 244-1310 |
| Technologies |
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| Industry | Entertainment, Business Services General, Financial Services, Business Services |
| Competitors | Cambridge Financial Group, LLC, Icon Investments, K.W. THOMPSON TOOL COMPANY, INC, Money Matters, Strategas Securities |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 561110 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
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Boulevard Wealth Management Questions
The Boulevard Wealth Management annual revenue was $1 million in 2024.
Brennan McCarthy is the Director Of Financial Planning of Boulevard Wealth Management.
5 people are employed at Boulevard Wealth Management.
Boulevard Wealth Management is based in Eden Prairie, Minnesota.
The NAICS codes for Boulevard Wealth Management are [5611, 56, 561110, 56111, 561].
The SIC codes for Boulevard Wealth Management are [874, 87].
Top Boulevard Wealth Management Employees
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Derek Villars
Founder - Risk Management Director at Boulevard Wealth Management
Minneapolis, MN, US25+ -
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Brennan McCarthy
Director Of Financial Planning at Boulevard Wealth Management
Eden Prairie, Minnesota, United States21 -
ViewTroy Noor
Executive Director and Portfolio Manager at Boulevard Wealth Management
Minneapolis, MN, US15+ -
11
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ViewMoniquita Trevinowski
Client Service Director at Boulevard Wealth Management
Eden Prairie, Minnesota, United States
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