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At Vaillancourt and Lefebvre Wealth Management, our approach centers around your specific goal – not around a financial product. We want to help you achieve clarity, feel empowered and gain a life long trusted partner.
In today’s time-stared world, it is more important than ever to ensure your whole team is on the same page and communicating in a timely manner. If you believe a sound plan can be the foundation for achieving great things, you’re in the right place. Trust your financial future to a community of advisors, financial specialists and peers who believe in living well.
You are an enterprising, forward-thinking person looking to add to your team or expand your capability.
You want someone you can trust as much as you trust yourself to support you, your employees and your operation.
You are looking for a firm and a partner that can bring together the complexity of Retirement Planning, Tax Planning, Asset & Income Protection, Cash Flow Planning and maximize the wealth you will derive.
Live your life now, andwhen you think aboutthe future, be confidentyou’ll end up exactlywhere you want to be.
Know your financialstrategy incorporateslayers of hard evidenceand is designed aroundyour true needs andwants
Get comfortable sharingyour values and goalswith a fiduciary advisorwho puts you at thecenter of your strategy.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."