WElcome to the boyle group wealth management
I am certain you will find our financial planning team seasoned, effective and caring. We pride ourselves on treating your family as people and not just a set of account numbers.
We believe that a financial advisor doesn’t just give investment recommendations. Our approach is to take a complicated part of your life and make it easier to manage and understand. We are your partner in helping you make smart and informed decisions for your money.
No matter your situation, you can be confident that we will never pressure you into anything you don’t feel comfortable with, and you will always know your options. We do not judge your past decisions, and you won’t hear you’ve been doing everything wrong. We move forward from the day we meet to optimize your financial status.
I invite you to experience the difference and see for yourself what sets The Boyle Group Wealth Management apart.
Tim Boyle, Founder The Boyle Group Wealth Management
Our primary goal at The Boyle Group Wealth Management is to improve the financial situation of each of our clients by meeting their unique investment objectives and providing access to personalized advisory services.
The complexity of today’s markets and economy can make achieving financial success a daunting and confusing process for even the most experienced investors, and one that demands time, knowledge, and resources. We provide access to the necessary tools, personalized services, and expertise to help you develop an integrated investment management plan that goes beyond one-dimensional product strategies.
Each portfolio is designed to meet a particular investment goal and is customized based on your individual investment objectives as well as your personal risk tolerance. Our aim is to provide an exceptional level of ongoing investment management that evolves to meet your long-term objectives; we regularly review your portfolio and rebalance appropriately as your needs and goals change.
Financial Planning & Consulting
Financial planning is an ongoing process directed by your personal and financial needs, goals, and values. Your financial plan considers all of your assets, liabilities, goals and objectives and includes gathering all information necessary to provide you with appropriate advice. Once we have identified these items, we help construct a plan, establish effective strategies, and execute the plan with these considerations in mind. Depending on your unique situation, your financial plan may include one or more of the following:
· Investment Planning
· Investment Policy Statements
· Financial Independence
· Retirement Planning
· Capital Needs Analysis (Goal Funding)
· Estate Planning
· Education Planning
· Risk Management (Life & Disability Insurance)
· Budgeting and Cash Flow Planning
· Disability Management and Income Protection
· Debt Management
· Pension Consulting
We are committed to working with you and your family throughout the investment management and financial planning process as your goals and objectives evolve and as your life changes.
The Wealth Management Process
If you would like to talk further, let’s meet in person (or via phone if you’re out of area). This is your chance to let us know who you are. We will talk more about your family, investments, goals, aspirations and concerns you have.
After meeting, it usually takes 3-5 days to get a preliminary financial plan together. We will analyze your current financial situation, evaluate the costs and fees you are currently paying, and let you know if we think you could improve or optimize anything. We will provide you a detailed fee estimate, and together we can decide if it makes sense to move forward. Not everyone becomes a client, and that’s okay.
As a client, you will have our continual advice and expertise. We will enable you to be a knowledgable and informed decision-maker, and we will help you make adjustments and additions to your financial plan as your life evolves.
The Boyle Group Wealth Management has implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisors to empower fearless investors.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals.
Riskalyze was twice named one of the world’s 10 most innovative companies in finance by Fast Company Magazine and has appeared twice on the Forbes FinTech50 list.