Boyd Wealth Management is an 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 with complicated financial situations. Our clients benefit from our unique expertise, bringing clarity to their issues with straightforward solutions.
New clients typically reach out to us when they experience 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!
Comprehensive Wealth Management
Business Retirement Plans
Business Exit and Succession