Boyd Wealth Management is a boutique, independent financial planning and investment management firm, delivering true financial security to high-net-worth families and businesses in the Sacramento region. We achieve this through our comprehensive planning process, goal prioritization, and collaboration with our clients' tax and legal advisors.
As a fiduciary, we ALWAYS work in your best interest.
Our experience and commitment to education affords us an in-depth specialization in helping successful people navigate their complicated financial situation. We bring clarity and implement straightforward solutions.
New clients typically reach out to us when experiencing a life changing event:
- Are you considering the sale of your business but you're uncertain how that exit will impact your life?
- Have you recently exited your business and need guidance to manage the proceeds to meet your long-term objectives?
- Are you confident you’re on track for retirement but lack a disciplined plan to generate income?
- Have you recently inherited a substantial amount of money and you’re not sure how to responsibly manage it?
Create a plan and turn over the day-to-day management of your finances to experts so you can go live your best life!
***Our Comprehensive Wealth Management engagement requires a minimum investment portfolio size of $1,000,000.
Comprehensive Wealth Management
Business Retirement Plans
Business Exit and Succession