Assess
We step back and see the full picture of your finances: income, assets, risks, taxes, and goals. This will take meeting or two.
Dynamic Portfolio Management and Wealth Planning
LaChance Wealth Partners is the advisor for personalized financial planning, investment management, and tax strategy.
No obligation, no cost, reschedule as needed
The Process
Four Stages to a LaChance Wealth Partnership
We've streamlined decades of financial expertise into a simple journey tailored to your unique position.
Design
LWP analyzes the gathered data to build a coordinated strategy. You'll be invited to begin opening your account as well.
Execute
Consolidating accounts and sytems to implement your bespoke investment policy, and coordinating with your tax professonal.
Refine
We meet regularly to review progress toward goals, adjust as needed, and make disciplined improvements so the plan evolves with clarity and purpose.
*The Pricing calculator is for informational purposes only, and there is no minimum amount required to engage with LaChance Wealth Partners.
Services, fees, and important details are in our brochure. Your unique arrangement and investment policy is something we document together in plain English.
AUM or "Assets Under Management" is the term for the market value of your assets managed by LWP.
AUM fluctuates regularly for many reasons, including but not limited to transfers, deposits, distributions, and portfolio performance; therefore AUM for reporting and pricing purposes is a calculated daily average.
All fees are charged at the end of the quarter in which services were provided.
Full disclosure here.