Company Overview
- Headquarters
- 3215 Golf Road, Suite 111, 3215 Golf Road, Suite 111, Delafield, WI, 530, Delafield WI
- Website
- boardwalk-fs.com
- Phone
- (262) 423-7552
- Employees
- 2
- Founded it
- 2012
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Boardwalk Financial Strategies LLC
Boardwalk Financial Strategies LLC is a privately held investment advisory firm located in Delafield, Wisconsin. Founded in 2012, the firm employs five individuals and generates approximately $2.5 million in annual revenue. Boardwalk Financial Strategies specializes in providing wealth management services to families, individuals, and business owners with investable assets exceeding $1 million. Their services encompass integrated financial planning, conflict-free advice, and personalized attention. The firm distinguishes itself by adhering to a fiduciary standard of care, ensuring they prioritize clients' best interests. Boardwalk Financial Strategies emphasizes transparency in fee arrangements and avoids sales pressure, aiming to provide clients with unbiased guidance. Their expertise lies in delivering comprehensive financial planning and institutional-quality investment strategies tailored to individual needs. Clients can connect with Boardwalk Financial Strategies through their website, boardwalk-fs.com.
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