Boyd Wealth Management is a boutique, independent advisory firm based in Sacramento, California, specializing in comprehensive wealth management for high-net-worth families and businesses with $2 million to $20 million in investable assets. Founded in 2018, the firm offers personalized financial planning, investment management, and business succession strategies, emphasizing a collaborative approach to help clients achieve true financial security. Led by Managing Partner Brian A.

Boyd, ChFC®, CFP®, the team focuses on aligning financial strategies with clients’ unique goals and values, providing clarity and confidence in navigating complex financial landscapes. Boyd Wealth Management is committed to delivering expert guidance and straightforward solutions tailored to each client’s needs.