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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Tyler Rudek, Cfa | Partner - Chief Investment Officer @ | Greater Minneapolis-st. Paul Area, United States |
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|
| Judy Davis | Assistant at Heritage Wealth Architects | St Paul, Minnesota, United States |
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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