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The Boardwalk Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About US

Over the years, all of us at The Boardwalk Group have all spoken to our clients about protecting and building their financial security, and the importance of taking steps to prepare for the future.  We believe it is our job to provide clients with the highest quality service and most complete and effective Wealth Management experience possible. Being the best we can for our clients requires people with tenured professional experience, professionals that pursue higher education about the business they love and high caliber interpersonal attention to clients’ wellbeing. As a group, we are passionate about what we do and equally as passionate about how we do it.



Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • Trust Accounts
  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

Peri Wentworth, First Vice President, brings 45 years of experience in the Financial industry to the team. Peri’s former experiences as, a Pension & Profit Sharing Trust Administrator, the Treasurer of Hyannis Cooperative Bank and Branch Manager of the Charlottesville, Virginia  UBS office add tremendous value to our team. Peri’s in-depth knowledge of Capital Markets and Private Banking services will be an invaluable addition.

Eric Hokanson, Senior Vice President brings 28 years of experience in the Financial industry to the team. Eric is a Senior Vice President and Portfolio Manager for Morgan Stanley. Eric has focused his entire professional career on Wealth Management. His comprehensive understanding of Estate planning strategies helps preserve clients’ legacies. Eric has become adept at leveraging the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies all to help clients build a comprehensive financial plan. Eric’s Estate planning knowledge is a key component of our team.

Donna Drown, First Vice President, brings more than 30 years of experience in the Financial industry to the team. Donna’s began her career focusing on risk assessment and how to mitigate those risks through insurance. She took her vast knowledge of insurance and utilized it inside of her successful Wealth Management career. Donna’s in depth knowledge of both Capital Markets and Insurance will be integral part of the group.

Ryan McMullen, Financial Advisor, brings 8 years of experience in the Financial industry. Prior to his career, Ryan achieved both a MBA in Finance and a Masters in Accounting from Saint Peter’s University. Ryan began his career as a fixed income specialist working with high net worth clients to create an income generation strategies, as clients prepared for retirement.  Ryan’s knowledge of cash flow strategies and the fixed income market is a vital part of our team. 

Community Involvement

Community Involvement

Ryan is currently serving on two boards. He currently is a director and founding member of the Boston College High School Alumni Association.  He also holds a seat as a BC High Associate for Boston College High School which he has served on for the past three years. Ryan has also spent the last four seasons being an assistant coach for the Sandwich High School Varsity Volleyball team.

Eric works with a group of dedicated parents and volunteers for the Sandwich High School Boosters. The goal of the boosters is to provide the students and student athletes the resources needed, to enhance the students experience and help them to be as successful as possible while attending Sandwich High School. He also is a member of the Baseball Club of Cape Cod League. The Baseball Club of Cape Cod is an amateur pay-to-play wood-bat baseball league for adults. They play on the premier fields of the Cape Cod Baseball League. This league hosts the best college players from all across the United States in the summer months on Cape Cod.

Peri is active in the Hyannisport Club, currently serving on the House committee and Social committee.  She previously has served on the Board of Trustees of the Hyannis Yacht Club for 4 years and another 2 years on the Nominating Committee.  Her roles in Club committees have included Budget & Finance, Membership, Clubhouse Policies and Ocean Racing.  Peri is past Treasurer of St. Andrew’s by the Sea Episcopal Church.  She has served on the Board of the Hyannis Public Library and Downtown Hyannis Association.  

Donna currently supports "We Can" an organization for Women of the Cape & Islands in transition, where she was formerly on the Board of Directors. Donna also works alongside the Chatham Historical Society, Chatham Conservation Foundation, The Nickerson Family Foundation and the Chatham Orpheum Theater.  





Lee currently supports multiple events throughout the year for The Riverview School  which is a boarding/day school for students 11-22 with challenges located in Sandwich, MA; Cape Abilities for individuals with disabilities in Hyannis, MA,; Dream Day Cape Cod which is a one week camp for ill children and their families in Brewster, MA and nationwide for Autism Speaks.

Meet The Boardwalk Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Boardwalk Group today.

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