Boardwalk Wealth Solutions provides comprehensive financial planning for entrepreneurs, high-net-worth individuals, and senior executives in Wesley Chapel and the greater Tampa Bay area. Led by Ralph Sevelius, Jr., MBA, CFP®, the independent advisory practice has served clients in the region for nearly 20 years. Its approach considers the many parts of a client’s financial life, including business, family, and long-term goals.

Services include investment, retirement, savings, insurance, tax, and legacy planning. The firm’s proprietary Prosperity Pathfinder™ framework organizes financial planning into an ongoing process, from assessing a client’s current position to preparing for a future legacy. Through regular conversations, review, and adjustments, Boardwalk Wealth Solutions helps clients understand their financial plan and work toward their goals as life changes.

The firm serves Wesley Chapel, Land O’ Lakes, Zephyrhills, and surrounding communities. Ralph Sevelius holds an MBA and the CERTIFIED FINANCIAL PLANNER™ designation. Advisory services are offered through IHT Wealth Management, LLC, while securities are offered through LPL Financial; the firms are separate entities.