The Boland Team

Serving the greater Woodbury, MN area.

Talk to the team

Request a Meeting

Contact

(952) 249-4842 boland-info@wealthenhancement.com

Location

796 Bielenberg Dr Ste 101
Woodbury, MN 55125
(651) 209-1000
Show Map and Locations

A team behind every plan

At the Boland Team, we believe that trust is the ultimate differentiator. Trust can’t be bought, hired, or outsourced—it can only be earned, by consistently and reliably delivering value. We work with our clients to craft comprehensive financial plans. Our specialties range from investment management to retirement income planning and even tax strategies. Our goal is to integrate our clients’ values into their individual plans, so they can pave the road towards a successful retirement. If you’re ready to experience the difference of authentic and personable financial advising, reach out today and schedule an introductory meeting. 

Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®. 

Meet Our Team

All
Advisory Team
Client Service Team

Awards & Recognition

View All

2024

Five Star Wealth Manager (2024) – Twin Cities

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.

2023

Five Star Wealth Manager (2023) – Twin Cities

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

2022

Five Star Wealth Manager (2022) – Twin Cities

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.

  1. Awarded 6/17/26 for the ranking year 2026.
  2. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.
  3. Awarded 2/11/25 for the time period of 9/30/23 to 9/30/24.
  4. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2024 FIVE STAR Wealth Managers. Awarded 12/01/2023 for the period 03/13/2023 -09/29/2023.
  5. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 FIVE STAR Wealth Managers. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.
  6. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21.
Comprehensive Wealth Management

Every detail of your big picture

Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.

Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income. 

 Explore Retirement Planning

We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.

 Explore Our Investment Approach

Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.

 Review My Coverage

Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities. 

 Explore Tax Strategy

Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future. 

 Explore Legacy Planning

We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.

 Start My Financial Plan
Where we are

Our offices, one team

The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.

Our Approach

What working together looks like

01

Discover

A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.

02

Plan

A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.

03

Implement

We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.

04

Review

Scheduled reviews each year — and a team that picks up the phone when life changes between them.

Insights from Boland Team

What we’re thinking about

View All
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

Get your second opinion

Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.

  • Your info
  • Contact
  • About you
  • Confirm
1 of 4

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.