Lemieux Wealth Strategies, LLC

About

Lemieux Wealth Strategies, LLC is an independent financial planning company under Cetera Advisors dedicated to helping you achieve your financial goals.

Story

Today, our financial goals and concerns are multifaceted. We understand that the right financial plan for you isn’t necessarily right for everybody else. We take the time to analyze and understand all of the factors that contribute to your financial picture. Because of this comprehensive approach, we are able to integrate a financial strategy that fits into your lifestyle and gets you to the place you want to be in the future. We know how important it is to put the clients’ needs first, and that is why all of our plans are personalized.

Our approach to financial security follows four focal points: “The Four P’s”:

Protect- saving for your financial future
Preserve- investing for financial goals
Prepare- for living in retirement
Plan- estate planning strategies

"Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity."

Impressum

Our Mission is to provide a personalized plan to every client that walks through our doors.

Our Belief is that people’s unique financial situation deserves a plan that provides for their specific needs, life stages and future goals.

We Value family, our community and the gifts God has given us.

Our Vision is to use these tools to become an integral part of our clients’ legacy both now and for generations to come.