A complete list of active advisors currently associated with Lachance Wealth Partners

Warmer can help you find a great advisor at Lachance Wealth Partners or one who fits your needs even better.

LaChance Wealth Partners is a fee-only registered investment adviser, founded in 2025, that offers wealth management and financial planning to individuals and high-net-worth clients. Services include ongoing investment management across stocks, bonds, mutual funds, ETFs and municipal securities, as well as project-based planning for retirement, tax, estate, business, and cash-flow matters. The firm builds client-specific asset allocation plans and employs a mix of passive and active strategies, with the option to incorporate socially conscious (ESG) investments when requested. LWP frequently recommends and coordinates third‑party Outside Managers and participates in the Altruist Model Marketplace, assisting with onboarding and conducting ongoing reviews of those advisers. As a small, newly formed adviser, LWP reported no assets under management as of December 31, 2025 and uses a recommended custodian platform (Altruist) for account execution and model delivery. Its routine practice of actively selecting, onboarding, and periodically reviewing Outside Managers—combined with a single-fee billing arrangement where the Outside Manager remits the firm’s fee—and the principal’s continued operation of a non-investment consultancy (approximately 10% of professional time) are operational features that distinguish it from many peers.

To learn more about the advisors currently working at Lachance Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.