Boyum Wealth Architects
Company

Boyum Wealth Architects

Financial Services 3050 Metro Dr 12 employees
Employees
12
Contacts
1
Emails
1
Phones
1

Boyum Wealth Architects Overview

Headquarters
3050 Metro Dr
Website
www.myboyum.com
Industry
Financial Services
Employees
12
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Boyum Wealth Architects

Life is busy, unpredictable, and surprises await around every corner. Planning your financial future is time consuming and requires expertise. Having an advocate guide you and help you make decisions by providing objective, holistic advice can make all the difference. Boyum Wealth Architects (formerly Heritage Wealth Architects) is a Registered Investment Advisory firm based in Bloomington, Minnesota. Now merging with Boyum Barenscheer Wealth Management, we continue to specialize in advising high-net-worth individuals and families, executives, and small business owners on a wide range of financial planning topics—including tax planning, executive compensation, and strategies for buying, growing, and selling businesses. BWA is a fee-for-service firm that provides clients with a personalized, flexible, and comprehensive array of strategies to create and preserve wealth. Through detailed service, execution, and monitoring during the financial planning process, BWA serves as a partner, advocate, and advisor for our clients. At the center of our client service model is the commitment to always place our clients’ interest first by honoring our fiduciary responsibilities and actively listening to our client’s goals and dreams.

Boyum Wealth Architects Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Boyum Wealth Architects Org Chart

Sample employees and titles
Name Title Contact
Tyler Rudek, Cfa Partner - Chief Investment Officer @
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Judy Davis Assistant at Heritage Wealth Architects
Email Phone
Sam Johnson, Cfp®, Chfc® Senior Integrated Wealth Manager @
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Employees by Management Level

Executive 1 profile
Manager 1 profile
Associate / junior 1 profile

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