National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Sally Boyle

SJ Boyle Wealth Planning LLC

45 Lyme Road Suite 204A

Hanover, NH 03755

603-277-9953

Where are you going? Is your wealth taking you there?

About SJ Boyle Wealth Planning LLC

Money is never the goal. Money enables the goal. It is important to uncover what matters to you beyond the money. What are the people, places and things that you love? They need to factor into your wealth planning. If that sounds different than your typical wealth-planning conversation, that's because Sally J. Boyle Wealth Planning is not your typical financial management firm. You're not like everyone else. Shouldn't your planning reflect your uniqueness? It's about more than just managing investments. It's about looking at the whole financial picture where you are, where you want to be, and how to get there. Your plan is all about you and where you want to go in the short term, the long term, and the points in between. That's why we need to have conversations. Navigating to wherever you want to be happens not by accident, but with purpose and intent. We partner with industry and technology leaders in both financial planning and investment management. Our portfolios are geared for optimal returns through diversification, automatic rebalancing, and lower fees. Estate planning matters regardless of your income. It protects your hard-earned wealth. Beyond simply writing a will or executing a trust, estate planning is controlling your legacy efficiently, privately and personally. Why is money important to you? That might seem like an odd question. But it's where this journey should begin. Do you believe that financial management is about a one-dimensional plan for investing and retirement? If so, you're not alone. Getting to a dimensional plan with depth and destination requires questions. That means asking things like, Why is money important to you? The conversations we have provide a better understanding of your values and belief systems. We believe In Values-Based Planning. A logical extension of that is our approach to investing, which is also values-based. When you decide to become a client, I build a well researched portfolio. That research considers impact investing, with a focus on environmental, social and governance criteria. Additionally, that investment approach is sustainable. Living at today's speed of life, it's easy to avoid sorting out what matters to us. But I believe that every day, we are creating our future. We're committed to helping you build your tomorrow with purpose, intent and consciousness.

General Information

Firm Start Year

2015

No.of Employees

2-4

CRD#

1026790

Firm CRD#

174158

Name of Custodial Firm

TD Ameritrade

States Licensed in

NH

Years of Experience in Financial Services

30

Number of Years with Current Firm

6

Work Experience

Principal SJ Boyle Wealth Planning LLC January 2011 to Present

Principal Adviser with 37 years experience in formal fee based financial planning. My work addresses income tax and investment planning, fringe benefit planning, retirement planning and personal estate planning. SJ Boyle Wealth Planning is a Registered Investment Advisor with the State of New Hampshire offering fee based financial planning services and investment management services. Custodial services are offered through TD Ameritrade.

Financial Advisor October 2007- December 2010 Morgan Stanley Smith Barney

Working at Smith Barney was an excellent introduction to the investment world. Smith Barney's focus was the client.

Financial Advisor June 2004- September 2007 Chittenden Securities

Financial Adviser January 1983- July 1994 Cigna Individual Financial Services

"Serve First and the pay will take care of itself." I've never forgotten their motto. I provided fee based planning to individual business owners and key executives concerning their personal estate and business succession planning. Executive benefits was a sub specialty.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Services

Investment Types

Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Your Home, Via Phone, Via Email, Video Conference, Your Office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®, CLU®, CDFA®

Securities Licenses

Series 7, Series 22, Series 63, Series 66, Series 6

Firm Information

Firm's Number of Clients

92

Firm's Number of Planning Clients

30

Firm's Number of Managed Clients

62

Assets Managed by Firm

$30,000,000

Advisor's Number of Clients

92

Advisor's Number of Planning Clients

30

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Education

BSBA - Business Administration

West Virginia University
091972 - 061976

CFP Designation - Financial Planning

A Kaplan Company
2011 - 2012

Disclosures

https://adviserinfo.sec.gov/firm/summary/174158