Financial advisor and new client talking over coffee about starting her financial journey.

When you first

START

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LET'S TAKE THE JOURNEY TOGETHER

Whether you are just starting out, setting financial goals, or making plans for your retirement, having a "good fit" with a financial advisor is just as important as having the right financial road map. Reach out and see if we're a good match for you.

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. Read more about what we do for our clients.

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INVESTMENT
MANAGEMENT
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TAX PREPARATION
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INSURANCE
PLANNING
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CPA CONSULTATION

Every Journey Begins with One Step.

Choose Chénard Wealth and Advisory as Your First Step.