Boyum Wealth Architects

EST. AUM
$563,959,565

CONTACTS
5

CLIENT ACCOUNTS
1,155

Firm Details

Metro area Minneapolis
CRD Number 161261
Website myboyum.com
Client types

Overview

Heritage Wealth Architects, now rebranded as Boyum Wealth Architects, takes the hassle and stress out of managing its clients' financial well-being so they can dedicate their time to the things that matter most to them. Their team-based approach to managing portfolios provides the benefit of many years of collective experience and reinforces their commitment to the tenets of strength, integrity, and flexibility. Because they are fee-based, they continually strive to add value to the services they offer. Their services include: Financial Planning: The key to long-term financial security is having a process to achieve it. Therefore, they take the time to understand their clients' financial situation and future desires, then custom design a flexible plan to take them from where they are to where they want to be. Investment Management: Clients work hard for their money, and their money should return the favor. That is why they take the time to listen carefully and develop an investment policy statement that is unique to each client. Small Business Planning.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Boyum Wealth Architects

Platform Details

Investment Preferences

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