Boyd Wealth Management, LLC

Ryan Triplett is a CFP® and ChFC® with 19 years of industry experience. He has been with Boyd Wealth Management, LLC since 2018 and previously worked at Brian Boyd and Northwestern Mutual. Ryan is also a partner in Boyd Insurance Services, LLC, where he dedicates a limited amount of time to insurance services. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, providing comprehensive wealth management, financial planning, and portfolio management. The firm employs a goals-based, asset-allocation driven approach with ongoing monitoring and uses a combination of ETFs, mutual funds, individual securities, and third-party sub-advisors to manage client assets.

Jiyao Peng is a financial advisor at Boyd Wealth Management, LLC in Sacramento, CA, with four years of industry experience. She holds the Series 66 designation and previously worked at Mariner Independent Advisor Network, LPL Financial, The Financial Services Network, Franklin Templeton, and State Street Bank & Trust Corporation. Outside of her advisory role, she co-owns a rental property with her parents. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement-plan consulting. The firm uses a goals-based, asset-allocation driven process with ongoing monitoring and rebalancing, incorporating ETFs, mutual funds, individual securities, and private investments.

Justin Steingraber is a CFA® charterholder with 16 years of industry experience. He is a financial advisor at Boyd Wealth Management, LLC in Sacramento, CA, where he has worked since 2020. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, First Republic Investment Management, Constellation Wealth Advisors LLC, and Ameriprise. Boyd Wealth Management serves individuals, trusts, estates, corporations, and retirement plans, offering comprehensive wealth management and financial planning. The firm uses a goals-based, asset-allocation approach that includes continuous portfolio monitoring and employs third-party sub-advisors and model portfolios for plan sponsors.

Colby Dotson is a financial advisor at Boyd Wealth Management, LLC with seven years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining Boyd Wealth Management, he worked at Charles Schwab, TD Ameritrade, and Fidelity Investments. Outside of advisory work, Mr. Dotson is a licensed insurance agent. Boyd Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and portfolio management services. The firm emphasizes a goals-based, asset-allocation driven investment approach tailored to clients’ risk profiles and time horizons, complemented by ongoing monitoring and use of third-party sub-advisors.

Brian Boyd is a CFP® and ChFC® with 28 years of industry experience, currently serving as an advisor at Boyd Wealth Management, LLC since 2018. Prior to that, he spent 24 years with Northwestern Mutual Life and its investment management division. Outside of advisory work, he is a partner in Boyd Insurance Services, LLC, and holds a minority ownership in a fertilizer manufacturing and distribution company. Boyd Wealth Management advises individuals, trusts, estates, corporations, and retirement plans with comprehensive wealth management and financial planning services. The firm follows a goals-based, asset-allocation driven approach, managing portfolios with ETFs, mutual funds, individual securities, and other investments while providing ongoing monitoring and periodic rebalancing.