Big picture vision. Small steps to get you there.

Money. It’s about as personal as you can get. That’s why we believe in getting to know our clients as people, and many times as friends. We want to understand your short- and long-term goals, so we can advise you on the best steps to help realize them. We’ll work closely with you to develop a custom financial plan designed to meet your personal goals, needs and objectives.

We have the ability to not only chart the course with a big picture financial plan, but also course correct along the way. Our experienced advisors will guide you through the necessary steps designed to help build and maintain your wealth.

Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.

Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.

Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Gagne Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states wehre the financial advisor is not registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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