A complete list of active advisors currently associated with Lavoie Wealth Advisors LLC
Warmer can help you find a great advisor at Lavoie Wealth Advisors LLC or one who fits your needs even better.
Lavoie Wealth Advisors LLC is a newly formed registered investment advisor that offers discretionary wealth management, investment management and financial planning services to individuals, high‑net‑worth clients, trusts and estates. Although the firm is categorized as an investment manager, its disclosure describes client‑facing advisory services rather than the management of pooled or institutional vehicles, and it has not yet reported assets under management. The firm’s investment process combines fundamental analysis with Modern Portfolio Theory to construct primarily long‑term portfolios centered on exchange‑traded funds and low‑cost, diversified mutual funds, with selective use of individual equities and cash positions for hedging or tax considerations. Lavoie provides discretionary portfolio oversight, retirement‑account fiduciary advice under ERISA/IRC standards, and separate financial planning engagements tailored to client needs. Noteworthy aspects in the brochure include that the firm is newly established and emphasizes institutional custody relationships with Fidelity and Schwab, from which it receives research, technology and operational support; the firm does not accept custody of client assets except for authorized fee deductions. The advisor’s principal holds the CFA charter, the firm maintains a written Code of Ethics and personal‑trading policies (with supervisory review), and it does not manage proprietary funds or charge performance‑based fees.
To learn more about the advisors currently working at Lavoie Wealth Advisors LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cambridge, MA
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