Minneapolis, MN Office

Boulay Wealth advises individual and high‑net‑worth clients as well as corporate retirement plans, charitable institutions, and foundations. The firm provides discretionary and non‑discretionary portfolio management, third‑party managed programs, comprehensive financial planning, and retirement‑plan consulting, and it can coordinate tax preparation through its affiliated accounting firm.

Boulay implements a model‑portfolio approach (conservative to aggressive) maintained by Investment Selection and Strategy committees, emphasizing diversification, cost control, and after‑tax outcomes where appropriate. Portfolios are monitored with regular reviews, rebalanced as needed, and may be managed directly or through third‑party managers depending on client needs and suitability.

Boulay’s structure is distinctive for its operational integration with an affiliated accounting firm (Boulay PLLP) and its ownership of an insurance agency (Boulay Insurance Solutions), allowing the firm to combine advisory, tax/accounting, and insurance offerings and, in some cases, bundled billing; it also maintains ongoing product and referral relationships with a third‑party firm (Valmark). Those affiliations, along with routine ERISA fiduciary work for retirement plans and referrals to a separate legal practice for estate planning, create a multi‑disciplinary service model and related conflicts of interest that the firm discloses in its brochure.