Concentrated expertise in physician wealth management
With decades of experience advising physicians and medical professionals, we are uniquely positioned to help manage the health of your financial affairs. We can assist you with developing a robust financial portfolio and offer dedicated monitoring of your account designed to help achieve maximum return in the marketplace.
Looking for a way to simplify your busy life?
For those interested in centralizing their financial planning and banking services, the advisors at Gagne Wealth Management Group offer access to Raymond James Bank. By having one resource handle all of your financial affairs, you’ll enjoy simplifying your finance management while feeling confident that your advisor is aware of and actively managing your funds across the board. Through Raymond James Bank, we offer all traditional banking services including mortgages and lending, personal loans, savings, money market and checking accounts, certificates of deposit and sweep accounts.
Contact us now for a complimentary, no-obligation financial consultation. Simply visit our Get In Touch page or call us toll-free at 866.461.7673.
Products, terms and conditions subject to change. Subject to standard credit criteria. Property insurance required. Flood insurance required if property is located in a designated flood zone of "A" or "V." Call Raymond James Bank for rates and other information.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.
