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Twin Cities Five Star award winners

PROFESSIONAL PROFILE

Troy Noor

Executive Director
Boulevard Wealth Management
6500 City W Pkwy Ste 325
Eden Prairie, MN 55344
Office: 763-244-1191
Cell: 952-210-1498
troy@blvdwealth.com
www.boulevardwealth.com

Professional Approach

Boulevard Wealth Management began to take shape in 2010 when its founders brought a multi-family office, team-based approach to family financial planning in Minnesota and much of the United States. 

From the start, Boulevard has been committed to the highest standard of ethics and transparency, and has adhered to the fiduciary standard in advising clients since inception. Each of the founding members entered the industry working in an investment, bank or insurance brokerage environment. Their disillusionment with traditional financial company structures is what brought Boulevard together and what has driven us to be different.

Troy Noor, CFP®, CFA

Executive Director

Phone: 763-244-1191

Background

  • Executive Director at Boulevard Wealth Management, Inc.
  • Financial industry experience in portfolio management and comprehensive planning since 1996.
  • Founder of Alpha Investment Advisors, Inc.

 

Service Role

  • Portfolio Manager: Signature Six™ investment strategies, customized investment allocation plans, tax harvesting, re-balancing
  • Portfolio Risk Oversight: Separate account management, Signature Six™ overlay management
  • Mean-Variance Optimization: Portfolio aggregation, research, testing and allocation


Community

  • Board Member: Eden Prairie Chamber of Commerce, Chair 2023
  • Group Leader: Hill Cities Men's Bible Study
  • Abassadors for Business: Thive Community Leader
  • G7 Networking with Purpose : President


Education

  • Bachelor of Applied Science (B.A.Sc.), International Business
  • CERTIFIED FINANCIAL PLANNER™  Curriculum
  • Chartered Financial Analyst® Curriculum
  • Certifed Kingdom Advisors Curriculum


Distinctions

  • CFP® Certificant, CFP Board, Inc.
  • Active CFA® Charter holder, CFA Institute

Brennan McCarthy, CFP®

Phone: 877-664-2583

Background

  • Director of Planning at Boulevard Wealth Management, Inc. 
  • Comprehensive Personal Planning for High-Income Young Professionals
  • Paraplanner, Boulevard Wealth Management, Inc. 
  • Intern, Boulevard Wealth Management, Inc.
  • Rental Property Real Estate Investing


Service Role

  • Plan Preparation, Analysis and Design
  • Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
  • Portfolio Optimization, Accounting and Rebalancing


Education

  • Bachelor of Arts degree, University of St. Thomas
  • CERTIFIED FINANCIAL PLANNER™ Curriculum

 

Distinctions

  • CFP® Certificant, CFP Board, Inc.
This award was issued on 12/1/23 by Five Star Professional (FSP) for the time period 3/13/23 through 9/29/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,280 Twin Cities-area wealth managers were considered for the award; 637 (15% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 4,080, 633, 16%, 12/1/23, 3/14/22 - 10/18/22; 2022: 4544, 622, 14%, 12/1/21, 3/29/21 - 10/8/21; 2021: 4004, 630, 16%, 12/1/20, 3/30/20 - 10/23/20; 2020: 3606, 589, 16%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3504, 671, 19%, 12/1/18, 3/23/18 - 10/23/18; 2018: 2622, 591, 23%, 12/1/17, 2/23/17 - 10/13/17; 2017: 2304, 836, 36%, 11/1/16, 2/25/16 - 10/14/16; 2016: 2083, 854, 41%, 11/1/15, 4/17/15 - 10/14/15; 2015: 2673, 825, 31%, 12/1/14, 4/17/14 - 10/14/14; 2014: 1931, 844, 44%, 12/1/13, 4/17/13 - 10/14/13; 2013: 2151, 863, 40%, 12/1/12, 4/17/12 - 10/14/12; 2012: 1256, 624, 50%, 11/1/11, 4/17/11 - 10/14/11.
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.