About Boulevard Wealth Management
Boulevard Wealth Management team combines professionalism with friendliness, helping clients feel calm and welcomed. They have strong knowledge and genuine care for clients' financial well-being. The team consistently provides good advice and is available to answer questions. They work hard to manage client portfolios and stay on top of paperwork, earning clients' trust and appreciation. Clients appreciate the team's compassionate approach, especially when navigating important financial decisions. They also value the helpful newsletter that keeps them informed about financial planning. Brennan McCarthy is recognized as an incredible professional, guiding young couples and newcomers toward a strong financial future. Overall, Boulevard Wealth Management is trusted for its expertise and caring service.
I have always been skeptical of financial advisors and wealth management firms, but after my experience with Boulevard Wealth Management I'm kicking myself for not consulting sooner. Everyone I worked with was polite and professional and there were many things I learned that opened my eyes. Had I been given the advice and knowledge I have now 20 years ago, I can't imagine how much greater my position would be. I mentioned this to them, and they told me that today is still the best time to start. There is so much strategy with money management, tax considerations and retirement thinking. It's mostly impossible for someone that doesn't do it day in and out to be aware… read full review
Before working with the team at Boulevard, we had worked a little with a traditional financial company, and it felt like every meeting was a sales pitch. Every conversation with the team at Boulevard by contrast has been a strategic discussion about our goals, which goes well beyond discussions about money or specific investments. At every step of the way, from organizing our financial picture to helping us with estate planning, their focus has been on educating us and offering deeply informed guidance on how we could best meet our goals. We quickly developed a trusting relationship because of their professionalism and team-based approach, and it has evolved into an… read full review
It has been a great experience working with Brennan and Karen and the rest of the team. I fully trust them. They have always been honest with me and work hard to serve the needs of my family. I highly recommend them!
Monday 8:30AM - 5:30PM
Tuesday 8:30AM - 5:30PM
Wednesday 8:30AM - 5:30PM
Thursday 8:30AM - 5:30PM
Friday 8:30AM - 5:30PM
Saturday Closed
Sunday Closed
7825 Washington Avenue South Suite 100, Edina, MN 55439
