CRD: 174158
SJ Boyle Wealth Planning, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-19-2015
- Office Locations
- 1
Office Locations
About SJ Boyle Wealth Planning, LLC
SJ Boyle Wealth Planning is a retirement-focused RIA serving individuals and families age 50+ who have saved $1M+ for retirement. The firm coordinates planning with investments and outside advisors, emphasizing tax-efficient withdrawal/income strategies (Social Security, pensions, accounts), ongoing portfolio management, and legacy/estate coordination with attorneys. Portfolios are built with diversified, tax-aware adjustments, with significant use of ETFs and public funds; custody includes Schwab.
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Custodian
Investment Themes
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Owner & Executives
SALLY JANE BOYLE
PRINCIPAL
- CRD
- #1026790
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,746,129 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,746,129 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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