Broker Check

Company

Lessard Wealth Management is a Scottsdale-based team of professionals dedicated to providing experienced guidance on all aspects of wealth plan management for a select group of families, individuals and business owners both locally and around the country. Our mission is to be a trusted partner to each of our clients as we help them define and pursue their vision of financial success. Our commitment to this mission is defined by three core principles. 

OUR PROCESS

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:

Assessing Your Needs and Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

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Preparing Your Plan

We then provide a detailed analysis of your finances, develop customized strategies, and offer suitable recommendations to address your future needs.

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Implementing and Monitoring Your Strategy

Once you select your personalized plan, we put it into action. We’ll always maintain a consistent dialogue with you, monitoring your portfolio along the way.

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