The core of our Investment Management system is an automated investment advisory service that builds, monitors, and rebalances your portfolio. And you can get started with as little as $5,000 to invest.

Our automated approach to investing simplifies your savings strategy. Our portfolios achieve optimal returns through diversification, automatic rebalancing and lower fees. We will help keep you on track in reaching your goals. Your savings along with our financial planning expertise is Achieve made simple.

Our portfolios are invested in up to 15 different stock and bond asset classes providing immediate diversification for your investments. These asset classes are weighted to provide a progressively increasing amount of risk and potential return. Lower risk portfolios are used for more conservative investors or investors who have shorter time frames for their objectives. These portfolios have more cash, short term bonds and less volatile stocks. As you move up the risk spectrum, our portfolios may hold more stocks and bonds with higher risk but higher potential returns.

When considering investments we look at the tax characteristics of your account separating taxable investment accounts and retirement accounts. Taxable accounts may hold federally tax-exempt municipal bond and tax sensitive stock funds providing portfolios with more favorable after-tax return. We utilize tax loss harvesting to enhance your after tax returns.

We carefully select our investments using mutual funds and exchange traded funds with no transaction costs whose managers have demonstrated above average performance with below average expenses and risk.

Our Investment Management is NOT a Robo- Advisory service. While we offer the convenience of an online service, our investment advice is supported by real people who answer your calls! Although you may be a new investor our experience tells us you value both the convenience of technology and the security of a known, trusted advisor.


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Company Info

Wheeler Professional Park
1 Oak Ridge Road
Building 3 Suite 2W
West Lebanon, NH 03784

Office: (603) 277-9953
Cell: (603) 667-0471

SJ Boyle Wealth Planning, LLC is a registered investment advisor in the state of New Hampshire. We work as a personal financial advisor to families in Hanover New Hampshire and Vermont helping them coordinate every aspect of their financial affairs including their educational, investment, retirement and estate planning. As a Registered Investment Advisor we work in a fiduciary capacity serving their best interests first!

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Copyright © 2020 SJ Boyle Wealth Planning LLC. All rights reserved.