Boyd Capital Management Invest Confidently: Know Why You Own, What You Own.

 

Boyd Capital Management believes that financial success is born from education, intention, and implementation. We earn the opportunity to thrive by keeping our clients’ best interests at the forefront of our efforts. Reach out to schedule a consultation with one of our Financial Advisors today and discover how our approach can benefit you.

FINANCIAL PLANNING

We provide a full spectrum of wealth management and financial planning services to investors of every age, background, and situation. Financial plans are unique to you. Have the confidence that your investments support your personal plan.

INVESTMENT MANAGEMENT

From seasoned investors to those just starting out in the market, our investment advisory services are designed to align your strategy to your unique goals, and to support your financial plan.

EDUCATION & COLLEGE PLANNING

Our management team and financial planners provide perspectives to create college savings strategies that balance the goals of higher education funding with the long-term costs of a degree.

TAX STRATEGIES

Whether you are an individual, or an entrepreneur, Boyd Capital provides a perspective of diverse tax-efficient investment strategies to benefit you. It’s not just about how much you make; it’s about how much you keep.

We’ve seen todays’ financial institutions grow and merge at a concerning pace. We’ve seen increasing regulations. We’ve seen how the industry can seem deliberately confusing. We’re here to put the focus back on the most important piece. You, the client.

Insurance Planning

Insurance Planning

Even the best plans have unexpected life events. Insurance planning can be uncomfortable, but necessary. Our team of Financial Advisors help families, and businesses, have confidence their plan can handle the surprises of life.

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Employee Benefits Analysis

Employee Benefits Analysis

Are you confident your benefit plans are helping you retain and attract high quality talent? We work hard to evaluate how to efficiently provide the most from your benefit plans.

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Estate Planning

Estate Planning

At Boyd Capital Management, we help coordinate a diverse range of estate planning services to pass on the benefits of your hard work. How do you want your investments to continue helping your beneficiaries?

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Boyd Capital Management was founded on the belief that total independence liberates us from the distractions that prevent others from focusing more intently on clients’ needs. Our goal is to help you achieve your financial objectives, by cutting through the complexities and designing investment strategies that support your financial plan.

100% Independent. 100% Driven to Act in Our Clients’ Best Interest

While other Financial Advisors are sizing-up new clients based on the prestige of their portfolio, Boyd Capital believes that no one should have to compromise when it comes to achieving their financial goals and objectives. Our innovative approach to customer service remains consistent and unbiased across relationships of every size. We invite you to learn more about how you can benefit from our services, by scheduling a complementary analysis with one of our financial specialists.

We invite you to learn more about how you can benefit from our services, by scheduling a complementary analysis with one of our financial specialists.

Boyd Capital Management is based in Rochester, NY and proudly serves the financial planning needs of individuals and families across the country. Get in touch to learn more by calling 585-269-8511 or connect with us through our secured contact page.