Welcome to Bouchard Wealth Advisors
John and Saundra created Bouchard Wealth Advisors to break-away from the traditional money management firm. The objective was to get back to a situation where client's needs always came first and we could focus solely on our their goals.
Bouchard Wealth Advisors is a firm committed to a comprehensive financial planning process. We specialize in wealth management solutions for individuals and high net worth investors, family and corporate trusts, charitable foundations and qualified retirement plans.
Bouchard Wealth Advisors offers objective, investment counsel and financial planning, using the resources found in a large firm, while giving clients the personal attention expected from a smaller firm. This includes all aspects of the planning process for families and business owners.
The team at Bouchard Wealth Advisors manage traditional investment accounts and retirement accounts for individual investors, as well as retirement plans for small-to mid-sized businesses.
In short, we help individuals and business owners effectively manage their wealth, maintain their lifestyle during retirement, and leave a lasting legacy for their family and community.