Experience. Guidance. Trust. At Lessard Wealth Management, these are the qualities we employ as we move from understanding your goals to pursuing them.
Lessard Wealth Management offers comprehensive, integrated strategies through a spectrum of financial services. We work in coordination with CPAs and Estate Planning Attorneys to ensure everyone helping you plan for your financial future is on the same page.
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Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. Lessard Wealth Management has the flexibility to offer a wide range of non-proprietary products and services, which means you receive unbiased financial guidance and assurance that your best interests always come first.
Get a renewed perspective on your assets with our experienced consultative process. At Lessard Wealth Management, we strive to grow your wealth through holistic, integrated financial planning.
Don’t be overwhelmed by tax law intricacies. Let us defend your income by protecting what you make and maximizing what you keep. With tax-efficient implementation and diversification, we will attempt to reduce portfolio volatility and help to keep you on track for a sustainable future.
Whether you’re looking ahead or want to manage your current plan, Lessard Wealth will put you in the driver’s seat for retirement. Our intricate analysis and strategies for optimization will give you confidence in the next chapter of your life.
Uncertainty leaves room for opportunity. At Lessard Wealth, we seek to solidify tomorrow by planning today. As Warren Buffet said, "Someone's sitting in the shade today because someone planted a tree a long time ago".
The winter season is full of holiday bustle. Between spending time with your family and friends, your taxes usually are not top of mind. Yet any free moments you can spare now will help you stay ahead in 2018. We are happy to share with you our 2018 tax guide so you can make the most of your financial strategies.
2018 Tax Guide