Family Wealth Advisory
You’ve worked hard for what you have. As a trusted partner in Estate Planning, we’ll ensure what you have works hard for you.
As your individual, familial, and business needs evolve over time it is important to have a sound financial advisory team, and a robust plan in place to protect the wealth you have worked hard to accumulate. While no one can predict the future, our financial advisor services helps ensure you are ready for whatever comes your way.
Having a comprehensive wealth plan is the cornerstone to ensuring confidence in your financial future.
At Lévesque Marchand Welch SENCRL, the experts you know and trust in wealth management services will create a tailored wealth plan designed to protect and manage your family’s intergenerational wealth. Lévesque Marchand Welch will couple its expertise in financial planning with a holistic wealth management approach – a combination that will drive the successful management of your long-term financial well-being.
Intergenerational Wealth
Cash Management Services
Estate Planning Services
Retirement planning
Investment management
Risk management
Tax planning
Budgeting, intelligent debt reduction and cash management solutions designed to maximize your cash flow.
Organizing your legacy with an Estate Planner to effectively provide for the people and causes important to you.
Robust planning to provide peace of mind that your family lifestyle goals are achieved.
A resilient and cost-efficient investment plan focused on achieving your financial goals.
Implementing strategies to reduce risk affecting your short and long-term goals.
Household tax strategies engineered to maximize after-tax family income.
Family Wealth Advisory Resources
Elliott Bourgeois role is to lead the Family Wealth Advisory Group’s financial planning process. Elliott will fully leverage the in-house Lévesque Marchand Welch expertise in tax, estate, and retirement planning, and bridge the investment management expertise with our portfolio management partner, Harness Investment Management.
Micheal Burch is now a senior advisor to the Family Wealth Advisory practice and will continue to lead that group for the next few years.
Are You Ready To Talk To A Specialist?
Get in touch, tell us your needs and we’ll assign an industry specialist to your organization.
