SJ Boyle Wealth Planning

Hanover, New Hampshire

5.0 (6 reviews)
Call (603) 277-9953 Visit website →

About

SJ Boyle Wealth Planning, based in Hanover, NH, offers financial planning, investment management, and estate planning services to individuals and families in the Upper Valley region. The firm specializes in retirement income planning with tax-efficient strategies, portfolio construction and ongoing management, and legacy coordination. The principal holds a CDFA® credential and provides particular focus on major life transitions including divorce, retirement, and business sales. Services are offered on a fee basis, with a Smart Plan starting at $5,000 annually and ongoing wealth management available at tiered AUM fees ranging from 1.00% to 0.55% depending on account size.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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