Services We Provide

Bouchard Wealth Advisors provides a wide range of advice in the areas of financial management, integrated wealth preservation, insurance needs, strategic philanthropy and legacy planning.

Our objective is to apply our knowledge and experience to managing your wealth in a holistic way in order to preserve your family's current lifestyle, while also looking at the continuation of your legacy. We do this by gaining an understanding of your family's unique goals and values, and then developing appropriate and personalized strategies that will help you achieve your goals for today and into the distant future.

We act as a point of contact for your family's other advisors such as accountants, attorneys, and trustees. We coordinate within the team you’ve already established or we can introduce you to our trusted contacts in these areas.

Some of the specific services provided by Bouchard Wealth Advisors include:

Our Services

Financial Planning Services
Portfolio Analysis
Retirement Planning
Estate Preservation
College Funding
Insurance Needs Analysis
Investment Tax Awareness/ Mitigation
Federal Benefit Planning
Business Owner Succession Strategies