Finding the right wealth manager can be a daunting and exasperating task for several reasons. Interviewing potential candidates to trust with your life savings is like high stakes dating in a way; looking beyond a slick façade to see what is real, to find someone who takes a genuine interest in growing your wealth, and who takes the time to understand your own specific experiences, needs, and expectations. On top of that, you want them to be good at what they do when everyone tells you they are good at what they do. Ideally, you can connect with someone who invests your money as though it were their own and is talented enough to exceed the expectations you establish at the outset.
David and his team are among the elite few that have brought a personable and personalized portfolio management paired with top-shelf customer service. If you are looking for peace of mind from a talented wealth management group, then I highly recommend David and his team.
Chief of Science | Pharmaceuticals Company – April 2024
___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
My experiences with David and his talented team over the last 7 years have been exceptional. Beyond consistent portfolio outperformance, this team is the benchmark; for their proactive planning and speed in responsiveness across all aspects of our portfolio and needs. Current and future planning for myself and my family is achieved through thoughtful financial strategies and a committed cadence of reviews.
Our long-term goals are ahead of schedule in performance, planning, and execution. Furthermore, the team has taken great passion, interest, and committed success towards my children. The team operates truly as a team and treats my finances and family as if it were their own.
Chief Operating Officer | Automotive Manufacturing Company – April 2024
We have worked with The Boyd Wealth Management Group in providing investment advice to our mutual clients for over 20 years. Their expertise and exceptional advice have always resulted in favorable financial outcomes for our clients. They tailor their advice, ensuring recommendations are well suited to each client’s needs while building wealth and diversification within today’s global markets.
The team is very well organized, handling each engagement very professionally. They provide a remarkable service including delivering their advice in a timely manner. I would recommend The Boyd Wealth Management Group to anyone seeking expert investment advice delivered with speed, organization, and professionalism.
Senior Partner | Large Local Accounting Firm – April 2024
When I first started my career as a young physician some 15 years ago, I was naive and frankly uncertain about how to plan for my future and notably my financial well-being. I was introduced to David and the Boyd Wealth Management Team and never looked back. David already had knowledge and experience on how to best manage my future acknowledging some of the nuances present with my career and provided me with strategies related to life investments, insurance, and incorporation. Not only does The Boyd Wealth management group have savvy but they also bring an increased personal relationship to my experience. There are many financial advisors available but what sets apart this group is a friendly, understanding, and reliable but most importantly honest relationship.
Emergency Physician | Local Hospital – April 2024
My experience with The Boyd Wealth Management Team has been nothing short of exceptional. From the moment I started, I was impressed by the professionalism that was evident in every aspect of their business. Their results have exceeded my expectations, and I can confidently say that their service and knowledge have made a significant and positive difference in my life and business. My entire family now uses David’s services in one capacity or another. What sets them apart is their personal touch. I particularly appreciate the team’s thorough understanding of my needs as well as my family’s. This not only demonstrates a commitment to excellence but also reflects their dedication to customer satisfaction. The team behind David is truly outstanding. Their knowledge and expertise are evident in every interaction, making the overall experience enjoyable and hassle-free.
In conclusion, I am genuinely grateful for the positive impact that David and his team have had on my life, business, and family. I would highly recommend David Boyd to anyone seeking a truly “personal” investment advisor.
Real Estate Agent – April 2024