The Core Values that Drive Us Every Day at Bouchard Wealth Advisors
Day-in and day-out we are driven by five core values that we utilize in how we approach the business and our interactions with our clients. These values guide every action or choice we make with regard to our clients, our employees and ourselves. These core values are apparent in our relationships with our clients, our advice and recommendations.
1. CLIENT FIRST
Do what is best for the client, all the time, every step of the way.
Help the client achieve their goals by bringing together our areas of expertise, thereby delivering robust thinking and goal-driven performance.
3. COMPREHENSIVE SOLUTION
Manage and coordinate all of our clients needs by either working with a client’s existing accountant and attorney, engaging outside experts that we have worked with in the past, or identifying a new resource.
Developing long-lasting, meaningful relationships with our clients makes for a more enjoyable experience.
Maintain a small, select group of clients, so that we can be accessible to them any time of the day, for any reason.