WELCOME TO
The Boyle Group Wealth Management
Message from our founder
At The Boyle Group Wealth Management, we pride ourselves on treating your family like we would our own friends and family members.
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 about money, and we are committed to ensuring that you will always know your options and will never feel pressured in any way.
No matter what your situation, we do not judge your past decisions about your finances. You will never hear that you’ve been “doing everything wrong.” We move forward from the day we meet you to optimize your financial status and help steer you toward a successful financial future.
I invite you to experience the difference and see for yourself what sets The Boyle Group Wealth Management apart. I am certain you will find our financial planning team seasoned, effective and caring.
TIM BOYLE, FOUNDER
The Boyle Group Wealth Management
Message from our founder
At The Boyle Group Wealth Management, we pride ourselves on treating your family like we would our own friends and family members.
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 about money, and we are committed to ensuring that you will always know your options and will never feel pressured in any way.
No matter what your situation, we do not judge your past decisions about your finances. You will never hear that you’ve been “doing everything wrong.” We move forward from the day we meet you to optimize your financial status and help steer you toward a successful financial future.
I invite you to experience the difference and see for yourself what sets The Boyle Group Wealth Management apart. I am certain you will find our financial planning team seasoned, effective and caring.
TIM BOYLE, FOUNDER
The Boyle Group Wealth Management
OUR SERVICES
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. 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.
INVESTMENT
MANAGEMENT
FINANCIAL
PLANNING &
CONSULTING
THE “FINANCIAL
FLOAT PLAN”
PROCESS
CREATING YOUR
PERSONALIZED
“FINANCIAL FLOAT
PLAN” IS EASY
Here is how the process works:
THE “FINANCIAL
FLOAT PLAN”
PROCESS
CREATING YOUR
PERSONALIZED
“FINANCIAL FLOAT
PLAN” IS EASY
Here is how the process works:
CONNECT
Schedule a 15-minute call to say hello. Tell us a little bit about you, and we’ll tell you a little about us.
MEET
If you would like to talk further, let’s meet in person or via phone. 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.
DECIDE
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.
MAINTAIN
As a client, you will have our continual advice and expertise. We will enable you to be a knowledgeable and informed decision-maker, and we will help you make adjustments and additions to your financial plan as your life evolves.
SPECIALIZED EXPERIENCE
WE’VE DONE THIS BEFORE, FOR
PEOPLE JUST LIKE YOU
OIL PATCH
RETIREMENT
MARINE & BOATING
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.
