A wealth management firm that seeks to understand you, administer your financial life, and keep you in control of the big decisions.
A firm that believes your advice should be strategic, proactive and dynamic.
I do my utmost to provide customized and genuine care as I would for my own family. Our relationship is built around a deep, evolving understanding of your specific situation and what is important to you.
I strive to be someone you can trust and to give objective, thoughtful and intelligent advice.
Services
Cash flow, retirement & life transition planning
Financial statement construction
Investment
Tax strategies
Estate planning
About
Lavoie Wealth Advisors was founded with a desire to practice in a way that best aligns with clients and their standards. It provides solutions tailored to your needs and goals. LWA aims to deliver strong portfolio management in a tax-efficient and cost-efficient way.
The goal of LWA is to provide high quality financial and investment advice and personalized services to long term investors.
Our Approach
01.
The process starts with what is most important to you and understanding your overall financial picture. I help identify your unique financial goals.
02.
I work closely with you and your other advisors to connect all the pieces and moving parts of your finances. We design a clear and thoughtful plan aligned with your goals.
03.
I aim to manage your finances and investments with your priorities top of mind. Your plan allows your current financial needs to be met but matches your time horizon.
04.
We work together…but I implement and keep you on track.
Allocation Analysis / Asset Selection / Implementation / Rebalancing & Tactical Adjustments / Performance Monitoring
The portfolio process includes:
What to Expect
➞ Direct access to your advisor
➞ Regular, structured reviews
➞ Clear and easy communication customized to your level of interest
➞ Coordination with your CPA, attorney, or other professionals
Ready to take control of your financial future?
Let's start with a conversation about what matters most to you.