About Us

ABOUT US

Knowledge, Expertise & Excellence 

When it comes to your finances, experience is everything.

Child Group Wealth Management is headquartered in Boca Raton, Florida and was founded by Bob Child. The group’s focus is to provide retirement planning services and integrated and comprehensive financial advice while matching long-term finance and life goals. With over five decades of experience and knowledge, Child Group Wealth Management has built a reputation encompassing experience, talent, intensive research and a risk-averse approach to investing.
Working with Child Group Wealth Management means working with a dedicated and compassionate team who will take the time to cultivate an understanding of the life you want to live and maintain during retirement. You can count on us to provide clear, professional, on-going advice. We are prepared to guide every step of the way on your journey toward a positive outcome.

Team Members

Bob Child

President

"If we cannot add significant value to your existing situation, we will tell you and wish you continued success. We are problem solvers not product sellers. If a problem doesn't exist, we don't invent one.”  ~Bob Child

"First one in the office, last one to go home" is a powerful statement and the #1 rule in Bob’s practice. Throughout his 39 years’ experience in the financial services industry, Bob has continuously set and reset the bar higher for himself with every passing year. His dedication to his clients has made him a valued advisor. Few in the industry can match his experience and depth of knowledge.

It is not all work for Bob. Along with his passion for golf, Bob enjoys spending time at the gym. You can usually find him spinning or weight training while listening to his favorite tunes. He also loves skiing!

Areas of Expertise

  • Fixed Income Securities
  • Corporate Bond Market
  • Municipal Bond Market
  • Asset Management Services
  • Government Bond Investments
  • High Yield Bonds
  • Tax-Exempt Bonds
  • Build America Bonds

Licenses

  • Series 7 - General Securities Representative
  • Series 8 - General Securities Sales Supervisor - (Series 9 and 10)
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Investment Advisor Representative

Education

 

Professional Associations and Memberships

  • Trustee Member, Boca Raton Chamber of Commerce
  • Member of ADL – Anti-Defamation League
  • Member of AIPAC – The American Israel Public Affairs Committee
  • Member of FDD – Foundation for Defense of Democracies
  • Patron of The Boca Raton Museum of Art
  • Ambassador Member, Legends Club of South Florida
  • Proud Sponsor of 2012 Allianz Championship, an Official PGA Champions Tour Event
     
 

Contact info

Phone:         (561) 981-1079
Toll Free:     (800) 850-6760
Fax:             (561) 283-0477

Sarah Boynton

Registered Administrative Assistant

"Good Service equates to good business."
~Sarah Boynton

Sarah has a wealth of knowledge in the operations of a
financial services office. Her job is to ensure the
organization always runs smooth. From your first visit,
to questions about your account years later, Sarah takes
pride in making certain you have what you need, when you need it.  
 
When Sarah is not at work, she spends time with her with her rescue dogs, LuLu and Cookie. She is also enjoys kayaking, photography, horseback riding and traveling.
 

Areas of Expertise

Excellent communication skills and customer service

Education

 

Professional Associations and Memberships

Notary Public - State of Florida 

Licenses

Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent

Contact info

Phone:         (561) 869-5223 
Toll Free:     (800) 850-6760 
Fax:              (561) 283-0477

Our Principles & Core Values

The core values of our firm are the foundations on which we perform our services and conduct ourselves.  In an ever-changing world, we hold our core values constant. These values underlie our work, how we interact with each other and our clients, as well as the strategies we employ to fulfill our vision.  Our core values are the basic elements of how we go about our work. They are the practices we employ every day in everything we do.

  • Trust
  • Integrity
  • Honesty
  • Excellence
  • Customer, Family, Community Orientation
  • Team-work
  • Communication - Speak the Truth
  • Consistency

Mission & Approach

Our Vision

Our vision is to guide our clients to and through retirement by removing the emotional struggles related to investing. Our goal is to manage your investments with our discipline and knowledge of the market, allowing you to focus on your passions in life.

Our Mission

The Mission of Child Group Wealth Management is to help build, protect and maintain your wealth. Our first priority is to manage financial risk. We provide fixed income and wealth accumulation products tailored to meet the specific needs of our clients and lifestyle goals. We work to build value for our clients through our time tested approach.

Our Approach

  • Systematic
  • Sophisticated
  • Disciplined
  • Personal

You’ve spent a lifetime working and achieving financial success. Helping you with a long-term financial strategy about your present goals, your future, and the legacy you want to leave, is what we do. In today’s economy, almost everything can change the future of your investments. Child Group Wealth Management is here for you with the comprehensive strategy necessary to help you tackle the toughest areas of asset management and retirement planning.

Call us Now and Discover just how simple understanding your finances can be!

The sooner we put your plan into action, the sooner you will see results. Take a moment to learn more about our services, and contact us today.

(561) 981-1079