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How does the advisor help clients – Key Takeaways:
LESSARD WEALTH MANAGEMENT provides expert financial management and advice to clients seeking to grow and protect their assets. Their comprehensive services and personalized approach help clients achieve their financial goals and make informed decisions about their money.
Facts and Insights
For over 20 years, LESSARD WEALTH MANAGEMENT has been providing financial services to clients across the country. Their team of experienced advisors has a deep understanding of the market and uses in-depth analysis to guide their clients towards sound financial decisions.
Their approach is to build long-term relationships with their clients, providing ongoing support and guidance throughout their financial journey. They tailor their services to meet the individual needs and goals of each client, ensuring a personalized and effective strategy.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
With over $500 million in assets under management and a team of 10 advisors, LESSARD WEALTH MANAGEMENT has the resources and expertise to handle a wide range of financial needs. And with 20 years in business, they have a proven track record of success.
Financial Services Offered
LESSARD WEALTH MANAGEMENT offers a variety of financial services to help clients achieve their financial goals and secure their future. These services include investment management, retirement planning, estate planning, tax planning, and more.
Their team of experts works closely with each client to develop a customized financial plan that addresses their unique needs and objectives. They provide ongoing support and guidance, monitoring progress and making adjustments as needed to ensure their clients stay on track towards their goals.
Client Types
LESSARD WEALTH MANAGEMENT serves a diverse range of clients, including individuals, families, and small business owners. They have experience working with clients at different stages of life and financial situations, and they are dedicated to providing personalized solutions for each client.
Fees & Compensation
LESSARD WEALTH MANAGEMENT is a fee-only advisor, meaning they do not earn commissions from selling products or investments. Instead, their compensation is based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with those of their clients and ensures that their recommendations are always in the clients’ best interests.
Background
The founder of LESSARD WEALTH MANAGEMENT, John Lessard, has over 30 years of experience in the financial industry. He holds multiple certifications, including CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, and is committed to providing top-quality financial services to his clients.
Their team of advisors brings a diverse range of experience and expertise to the table, with a collective goal of helping clients achieve their financial dreams.
Financial Advisor Disclosures to Know
LESSARD WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions, ensuring their clients can trust their advice and expertise.
In addition to their SEC registration, LESSARD WEALTH MANAGEMENT also adheres to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. They prioritize transparency and disclosure, ensuring clients have a full understanding of the services they provide and the fees they charge.
Overall, LESSARD WEALTH MANAGEMENT is a trusted and experienced advisor that puts their clients’ needs first. Their comprehensive services, personalized approach, and commitment to transparency make them a top choice for those seeking expert financial management and guidance.