Prosperity Pathfinder
A repeatable framework for navigating financial planning.
Boardwalk Wealth Solutions
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About Boardwalk Wealth Solutions
The Prosperity Pathfinder is a proprietary framework that guides clients from assessing their current financial position to planning their legacy. Boardwalk Wealth Solutions provides financial advising in Wesley Chapel and serves Land O Lakes, Zephyrhills, and the greater Tampa Bay area. Its planning addresses business and family finances, with regular conversations to review, implement, and adjust plans as life changes. Topics include investing, retirement, savings, insurance, tax planning, and legacy planning. The firm is led by Ralph Sevelius, Jr., an independent advisor with an MBA and CFP designation. He has worked in financial services for about 15 years, including with high-net-worth entrepreneurs and senior executives. Financial plans are designed around clients' goals and circumstances.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial Planning
Plans address business, family, and changing life circumstances.
Legacy Planning
Planning includes preparing for wealth transfer to heirs.
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