Boulevard Family Wealth

Always great to spend time in LA with Matthew Celenza and the team at Boulevard Family Wealth ! What a terrific office! Boulevard Insurance Strategies

Ultra-high net worth clients have unique needs. We caught up with affiliates of Dynasty Financial Partners who serve this clientele to hear how advisors can meet those needs: Jerry R. Sneed, CFA, CAIA of Procyon Partners; Matthew Celenza of Boulevard Family Wealth; and Katherine Forrester Schneewind of High Note Wealth. READ MORE: https://lnkd.in/eHsCkvd3 #WealthSolutionsReport #FinancialAdvisors #WealthManagement

Matthew Celenza and Miles Stackpool joined the 2024 Dynasty Partner Summit in Napa Valley, where they looked ahead to infinite possibilities in the industry and within the Dynasty Community. Our team gained fresh perspectives from industry experts and thought leaders during this engaging event.

And they're off! Watch episode #42 of Around the Track with Shirl Penney, the Most Exciting 15 Minutes in Wealth Management. Matthew Celenza, Founder of Boulevard Family Wealth and Boulevard Insurance Strategies, joins Shirl to answer 8 rapid-fire questions, one for each furlong, to complete the journey together "Around the Track." In this episode Matt shares: - Why he was passionate about launching an insurance business shortly after launching his RIA - The advantages of integrating advanced planning and insurance planning for his clients - Why he believes more financial advisors are not engaging in conversations around risk mitigation and insurance planning Watch the full episode: https://bit.ly/42fGEKI #leadership #entrepreneur #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Really great & busy week thus far at Dynasty Financial Partners with activity in #StPete! Great to welcome awesome clients like #Treveka, DecisionMap Wealth Management, Boulevard Family Wealth, Boulevard Insurance Strategies, and a number of potential new partner firms. Also fantastic to welcome Tim Oden to team; and special #ThankYou to Dynasty Ambassador #JulioRodriquez for making a big #Mariners fan happy with signed ball! Now off to #NYC for more client and partner meetings. What a week, what an industry; and what a country! #keepgrinding #beproximate #clientsfirst #growth #RIA #blessed

💥 𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐥𝐢𝐬𝐭𝐞𝐧𝐞𝐝 𝐭𝐨 𝐨𝐮𝐫 𝐁𝐄𝐒𝐓 𝐎𝐅 𝟐𝟎𝟐𝟑 𝐞𝐩𝐢𝐬𝐨𝐝𝐞? 💥 𝟐𝟎𝟐𝟑’𝐬 𝐌𝐨𝐬𝐭 𝐕𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐨𝐧 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧𝐬, 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐜𝐞, 𝐚𝐧𝐝 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐆𝐫𝐨𝐰𝐭𝐡 A compendium of the best advice from top advisors on eliminating limitations and bureaucracy, fostering growth, maximizing business value, and ensuring your firm is the right place for your clients and business for the long term. Listen in at any of the links below or on your favorite podcast app. Our Website: https://bit.ly/3uaa3L5 Google Podcasts: https://bit.ly/3U31GeC Apple Podcasts: https://apple.co/3vqihPk YouTube: https://bit.ly/47TzBtA Matthew Celenza Boulevard Family Wealth #financialadvisors #financialservices #wealthmanagement

Matthew Celenza, Founder of Boulevard Family Wealth, was recently featured on the Mindy Diamond On Independence Podcast with Mindy Diamond and Louis Diamond of Diamond Consultants - Financial Advisor Recruiters and Consultants. In this episode, Matt reflects on his strategic shift to independence and the role Dynasty played in accelerating Boulevard Family Wealth's growth and efficiency over the past six years. He acknowledges that while navigating the complexities of platform retention demands a comprehensive approach across various domains such as PR, marketing, technology, legal, billing, custody relationships, Dynasty's expertise in these areas significantly helped to expedite the growth and scalability of his firm. Tune in for a deeper understanding of the pivotal decisions shaping the advisor landscape: https://bit.ly/3NnGnAu... Our advisors are independent but not alone. Boulevard Family Wealth is #PoweredByDynasty #leadership #entrepreneur #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Boulevard's Founder, Matthew Celenza, recently reflected on his transition into the RIA space and shares perspective on “what he wishes he knew before breaking away” with Mindy Diamond of Diamond Consultants - Financial Advisor Recruiters and Consultants. Tune in for the entire story at these links or your favorite podcast app: Diamond Consultants' Website: https://lnkd.in/dA4uHmsq Apple Podcasts: https://apple.co/49Wz8Jt Google Podcasts: https://bit.ly/414ALAY YouTube: https://lnkd.in/duT5r5vN #financialadvisors #financialservices #wealthmanagement #financialplanning #ria

Wishing all who celebrate a joyous and bright Hanukkah filled with warmth, light, and, meaningful moments.

Thank you to our friends at Dynasty Financial Partners for having us at the 2023 Dynasty Investors Forum. Networking with fellow advisors in the Dynasty Network was a delightful experience as we explored various investment topics under the engaging theme of "Hitting the Right Notes." Adding to the enjoyment, we also embraced some Nashville-style fun.  #DynastyForum2023