Services

Proactive Guidance Through Financial Transitions

We believe successful wealth management starts with a disciplined investment strategy — but it doesn’t stop there. True wealth management aligns every aspect of your financial life, from managing your investments to minimizing taxes, protecting your family, and planning your legacy. Through a proactive, collaborative approach, we help ensure your wealth strategy supports your goals today and for generations to come.

Ongoing Goal & Life Event Reviews

Life is constantly evolving — and so should your financial plan. Through regular communication and annual reviews, we assess your progress, revisit your goals, and adjust strategies as needed to align with any life changes. Whether you’re preparing for retirement, selling a business, or welcoming a new family member, we help ensure your wealth strategy evolves with you.

Key Life Events We Review Together:

•Marriage, divorce or blended family planning

•Significant real estate purchase or sale (Primary or Vacation)

•Birth of child or grandchild

•Inheritance or receiving a large family trust Distribution

•Major health events (For Yourself or a Loved One)

•Preparing for retirement and transitioning from earning to spending

•Loss of a loved one

•Multi-generational wealth transfer & preparing heirs

Holistic Financial Planning

True wealth management isn’t just about investments — it’s about having a comprehensive plan that aligns every aspect of your financial life with your vision and values. We continually review and refine your plan to reflect changes in your goals, family, and financial situation.

Planning Areas:

•Tax-efficient strategies

•Cash flow analysis

•Charitable and philanthropic planning

•Education funding strategies

•Liquidity and emergency reserves

•Legacy and wealth transfer goals

Proactive Insurance Planning

Your insurance coverage should evolve as your wealth and family grow. We proactively evaluate your existing policies and recommend adjustments to help preserve your assets, your income, and your legacy

Coverage We Review:

•Life and disability insurance

•Long-term care solutions

•Property and liability protection

•Business and personal asset protection

Investment Management

A disciplined and carefully managed investment strategy is essential for sustaining and enhancing wealth over time. We take a proactive approach to managing your portfolio, aligning your investments with your goals, time horizon, and risk tolerance — while continuously monitoring for opportunities and risks in an ever-changing market environment.

Investment Oversight Includes:

•Customized portfolio design

•Risk management and diversification strategies to help manage volatility

•Regular performance reviews and strategy adjustmens

•Tax-efficient portfolio management

•Cost basis tracking and reporting

Tax Planning & Coordination

Taxes touch every part of your financial life. We proactively identify strategies to minimize your tax exposure while coordinating directly with your CPA to ensure your investment, income, and estate plans work together efficiently.

Key Tax Services:

•Real-time tax gain/loss analysis

•Forward-looking tax strategies

•Tax-efficient withdrawal strategies

•Coordination with your CPA

•Life and disability insurance

•Long-term care solutions

•Property and liability protection

•Business and personal asset protection

Estate & Legacy Planning

Preserving your wealth for future generations requires careful coordination and planning. We work closely with your estate attorney to help ensure your wishes are documented, your beneficiaries are up to date, and your legacy reflects your values.

Estate Services Include:

•Comprehensive estate plan reviews

•Beneficiary designations across accounts

•Charitable gifting and legacy strategies

•Family financial education and wealth transfer planning

•Business succession planning

Business & Executive Planning

For business owners and executives, your personal wealth is closely tied to your company. We provide specialized planning seeking to maximize your compensation, navigate liquidity events, and ensure your personal wealth plan reflects the complexities of business ownership.

Key Business Planning Services:

•Executive compensation and equity analysis

•Business succession and exit strategies
•Business liquidity planning
•Coordination with your legal and tax advisor.

Coordination With Other Professionals

We work closely with your legal, tax, and estate planning professionals to help ensure your wealth strategies are aligned across every aspect of your financial life. This collaborative approach allows us to anticipate challenges, identify opportunities, and ensure your financial strategies evolve as your life does.

Coordination With Third Party Services

Wealth.com is the industry's leading estate planning platform built and maintained by leading estate attorneys. As the only tech-led, end-to-end estate planning platform built specifically for financial advisors and their clients, it facilitates high quality document creation, visualization for complex estates, Al extraction capabilities and elegant client reports.

Clients are given direct, unlimited access to wealth.corn's online platform to create, update and manage their estate plans. Wealth.com guides our clients through the process of creating an estate plan through a series of questions, demystifying an often daunting process. It also allows our clients to easily update their documents as often as they need to. Advisors at Lessard Wealth Management are also able to access our clients' estate plans to help uncover potential strategies and to help our clients ensure their estate plans match their goals.

LPL Financial and its affiliates do not provide legal, tax, or accounting advice. Lessard Wealth Management does not provide legal, tax, or accounting advice. This communication, its attachments, and any corresponding materials are provided for informational purposes only. They are not intended to be, nor should they be relied upon, for legal, tax, or accounting advice. Individuals should consult their own legal, tax, and accounting professionals before making any financial decisions or engaging in transactions based on the concepts described herein.

Let’s Chart Your Course Together

Schedule a private consultation to explore how we can help you navigate life’s financial transitions with clarity and confidence. Together, we’ll craft a personalized strategy designed to preserve and grow your wealth across generations.

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