We had a fantastic time hosting Dynasty Financial Partners at the Boulevard office. It was a productive session filled with collaboration, insightful discussions on growth, and industry trends. We are proud to be Dynasty’s preferred partner for ultra high net worth life insurance needs.
Boulevard Insurance Strategies
Insurance
Beverly Hills, CA 189 followers
Groundbreaking Ideas. Extraordinary Opportunities.
About us
Founded by the senior partners of Boulevard Family Wealth, Boulevard Insurance Strategies is distinguished by the depth of our advanced markets knowledge, experience serving the ultra-affluent, and the collaborative relationships we build with our clients. Boulevard Insurance Strategies is a boutique life insurance and estate planning strategic partner to advisors who serve ultra-affluent individuals and families, including c-suite executives, venture capitalists, private equity firms, entrepreneurs, business owners, entertainers, athletes & philanthropists. Our team is sought after by the nation’s leading law firms, accounting firms, family offices, business management firms, independent financial advisory firms and independent agent and brokers to ensure their clients receive the best guidance relating to their liquidity and insurance planning and implementation.
- Website
-
https://boulevardis.com
External link for Boulevard Insurance Strategies
- Industry
- Insurance
- Company size
- 2-10 employees
- Headquarters
- Beverly Hills, CA
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Insurance Strategies, Life Insurance Solutions, and Estate Planning
Locations
-
Primary
Get directions
9465 Wilshire Boulevard
Suite 840
Beverly Hills, CA 90212, US
Employees at Boulevard Insurance Strategies
-
Matthew Celenza
Founder and Managing Partner at Boulevard Family Wealth | CEO and Co-Founder at Boulevard Insurance Strategies
-
Mark Hyman
Boulevard Insurance Strategies
-
Greg Courtney
Life Insurance Case Designer & Account Manager | Excellent Producer & Broker Relations | Illustrations | Advanced Sales Concepts | Marketing Support…
Updates
-
Matthew Celenza, CEO of Boulevard Insurance Strategies and founder of Boulevard Family Wealth, highlights the evolving role of independent RIAs in wealth management, emphasizing their shift from fee-only investment strategies to comprehensive family office experiences, which now include deepening smart insurance strategies. Read the full story on AdvisorHub. Link to the story: https://bit.ly/4aq4k2G
-
-
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.
-
-
Boulevard Insurance Strategies reposted this
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
-
Boulevard Insurance Strategies reposted this
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
-
-
Insurance firms are adjusting in real time to their environment, implementing technology and human talent gaps. RIA’s should be doing the same, particularly through partnership with the best outsourced specialists like Boulevard Read more: https://bit.ly/3HS8qVo
KPMG 2024 Insurance Industry Forecast
info.kpmg.us