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Tax Season Is Here. Let’s Simplify Your Taxes and Your Financial Future.
Now accepting new tax clients who are also looking for ongoing financial planning.

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Who We Help
Personalized Retirement Planning
for Every Journey

Our team of trusted advisors specializes in crafting personalized retirement plans for people from all walks of life. We take
the time to understand your financial situation and create a strategy that fits your needs and aspirations.

Business Owners

Business Owners

We help small business owners align their company success with personal financial freedom. From tax-efficient retirement plans and income strategies to proactive tax planning and exit strategies, we design integrated solutions that support both your business and your long-term goals.

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Families & Individuals

Families & Individuals

We help successful individuals and families build financial plans that grow and protect wealth—while reducing risk and taxes along the way. Our personalized strategies are designed to support your lifestyle today and ensure a meaningful legacy for tomorrow.

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Pre-Retirees / Retirees

Pre-Retirees / Retirees

We help pre-retirees and retirees turn their savings into a reliable income strategy—minimizing taxes, managing risk, and providing peace of mind throughout retirement. Our goal is to make your next chapter your most confident one.

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About us

About us


At VL Wealth, we help individuals, families, and business owners build, protect, and transfer their wealth through disciplined financial planning and tax-smart strategies.

Founded by longtime partners and credentialed advisors David Vaillancourt, CFP®, CPA and Andrew Lefebvre, CFP®, RMA®, CLU®, EA, our firm brings over 50 years of combined expertise in tax planning, retirement income design, and comprehensive wealth management.We go beyond investment management—providing personalized, relationship-driven guidance that aligns every financial decision with your goals, your family, and your future.

At VL Wealth, you’ll never receive a one-size-fits-all plan. Our approach is personal, proactive, and relationship-driven—because your financial life is more than numbers. It's your family, your future, and the goals you’re working hard to achieve.We’re here to provide clarity, structure, and unwavering support at every stage of life. 


Our Services
Live in the now. We'll keep an eye on what's ahead.

Tax-First Financial Planning

Tax-First Financial Planning

We prioritize tax efficiency in every financial decision—before, during, and after retirement, for both individuals and business owners.

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Retirement & Income Strategies

Retirement & Income Strategies

Whether you’re retiring from a career or stepping back from a business, we help turn savings into sustainable income that supports the lifestyle you want.

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Investment Management

Investment Management

Your portfolio should reflect your goals—personal or professional. We manage with discipline and intention.

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Estate & Legacy Design

Estate & Legacy Design

Protect what you’ve built and pass it on with clarity—whether it’s family wealth or a family business.

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Get Started With Our Easy Process

Our process allows us to gain a thorough understanding of your unique situation and create a comprehensive plan tailored to your specific needs and goals.

Step 1
Book a
Discovery Call

We start with a free discovery meeting to understand your finances, goals, and concerns. If we're a good fit, you can book a Strategic Planning session to explore next steps.

Step 2
Create A
Strategic Plan

In our next meeting, we’ll strengthen our client-advisor relationship and gather key financial details. Every family has unique priorities—college savings, retirement, or income management. We’ll present a tailored plan to align with your goals and secure your financial future.

Step 3
Implementation
& Planning

During implementation, we’ll present your plan, refine recommendations, and establish our service model. Ongoing monitoring and annual reviews keep your strategy on track, ensuring flexibility to adapt to life changes and
economic shifts.

Step 4
Join Our
Family

Becoming a lifelong partnership in achieving your dreams. With ongoing plan monitoring and open communication, we adapt to life and market changes, ensuring your goals stay on track.

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Let's Get Started
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation