A complete list of active advisors currently associated with Boyd Wealth Management, LLC
Warmer can help you find a great advisor at Boyd Wealth Management, LLC or one who fits your needs even better.
Boyd Wealth Management advises individuals (including high-net-worth clients), trusts, estates, corporations and employer-sponsored retirement plans, offering comprehensive wealth management, financial planning, portfolio management and retirement-plan consulting. The firm provides ongoing asset management using ETFs, mutual funds, individual securities and other public and private investments, as well as written financial plans and participant-level services for retirement plans. The firm describes a goals-based, asset-allocation driven process that emphasizes matching portfolios to clients’ risk profiles and time horizons, continuous monitoring, and periodic rebalancing; it also uses third‑party sub‑advisors and creates model asset-allocation portfolios for plan sponsors. The brochure discloses use of tools such as a third‑party platform to manage held‑away assets and includes a specific disclosure about the firm’s emerging use of generative artificial intelligence in administrative processes and the related risks. Compared with many peers, the firm’s materials include hypothetical or model performance and it discloses that representatives are licensed insurance agents through a related insurance entity, which may result in commissionable sales and a potential conflict of interest that the firm says it seeks to mitigate. The five‑person team manages roughly $410 million for about 140 client relationships and combines investment management with a range of ERISA fiduciary and participant services for retirement plans, along with multiple advanced professional credentials across the advisory team.
To learn more about the advisors currently working at Boyd Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sacramento, CA
| 27
| |
Sacramento, CA
| 7
| |
Sacramento, CA
| 3
| |
Sacramento, CA
| 16
| |
Sacramento, CA
| 18
|
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