Boardwalk Wealth Management

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341 E Huron St Ste 3
Ann Arbor, MI 48104
+1 (734) 476-0320
https://boardwalkwm.com

Boardwalk Wealth Management, located in Ann Arbor, MI, specializes in people-focused financial planning tailored for busy professionals, including small business owners and affluent individuals. They offer a range of services, including investment management, risk management, and retirement planning, all aimed at aligning clients' financial goals with personalized strategies.

By engaging in a comprehensive process that includes discovery, data gathering, and strategy design, Boardwalk Wealth Management strives to empower clients to live within their means while preparing for future aspirations. Their commitment to education and empathy sets them apart, as they prioritize understanding clients' unique financial situations and needs.

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