Lessard Wealth Management

Specialties

Lessard Wealth Management was created to help individuals, families and business owners. We believe in empowerment through education. We take time to understand your personal and financial situation before mapping out a customized wealth management plan to help you achieve your goals.

We work for our clients, not a financial service giant. As a boutique independent wealth management firm, we are not bound to proprietary products. We provide unbiased advice and have the ability to choose from a wide variety of investment vehicles. Our goal is to provide clarity and guidance to help you plan for success.

History

Established in 2012.

Our mission is to help our clients reach their financial goals and dreams. Yet we understand that each client’s situation is unique. Whether you’d like to plan for your children’s college education, build a business or save for retirement, we’d like to help develop a strategy to get you there. And whether you’re a first-​time investor or an old pro, you can rely on us to provide you with the level of advice you require. Our commitment lies in providing objective advice and service to deliver a broad range of investment resources to our clients. Building you a sound financial future is our number one priority and, as an independent firm, we place your interests and concerns first.