...we are Really There For You.
Investment Management
LET'S TAKE THE JOURNEY TOGETHER
Whether you are an individual or a business owner, you need the right financial road map AND the right financial advisor. At Chénard Wealth and Advisory, our advisors provide guidance and collaboration to address strategy, personal financial planning and business growth.
Whether you're just looking for help on your taxes this year or want someone really there for you in the long run, we provide the personal financial services you need.
DEDICATED TO OUR CLIENTS' FINANCIAL NEEDS
At Chénard Wealth & Advisory, our clients are more than just a number and we are dedicated to supporting their financial needs. We have a range of integrated services to help keep you on the right path—and help ensure you meet your goals.
INVESTMENT
MANAGEMENT
INSURANCE
& BENEFITS
TAX PREPARATION
Working together is about more than managing your investments, so we take you through our unique financial planning process by looking at your Cash Flow, your Emergency Plan and your Estate Plan.
We're an independent broker, so by working with us you will have access to many insurance solutions, group benefits and pension companies to help you save money.
We answer questions, outline tax strategies and prepare tax returns for individuals, families & self-employed individuals to help you meet your tax obligations and plan for growth.
Learn More About What We Do For Our Clients