A complete list of active advisors currently associated with Lessard Wealth Management

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

Lessard Wealth Management works with high‑net‑worth individuals and their families, providing investment management, financial planning and consulting, retirement‑rollover advice, and coordination with other professional advisors. The firm also facilitates estate‑planning documentation through a third‑party platform and refers clients to a variety of sponsored advisory programs, including model portfolios and separately managed account solutions. The firm constructs individualized asset‑allocation strategies that emphasize a long‑term, value‑oriented approach while permitting tactical and strategic rebalancing, and it manages client accounts on a discretionary basis through designated custodial platforms. Financial planning and consulting are delivered one‑on‑one, with periodic reviews and ongoing availability for client consultations. Compared with many peers, Lessard Wealth Management regularly offers educational seminars and speaking engagements and can arrange client access to an online estate‑planning tool the firm uses in its service delivery. The firm also integrates an advisor‑enhanced automated portfolio program into its lineup while retaining ongoing fiduciary responsibility for suitability and monitoring, and it requires clients to use its chosen custodial platforms for managed accounts.

To learn more about the advisors currently working at Lessard Wealth Management, 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.