Helping you manage sudden wealth
Sudden wealth can be both exciting as well as stressful, as you consider how to best manage your new funds. Whether through an inheritance, legal settlement, new job or lottery winnings, our advisors offer extensive experience and can help you create a diversified wealth management portfolio designed to help maximize your financial situation. If you are a new heir and are contemplating the best way to handle your new wealth transfer, contact us to discuss how we’ve helped others in similar situations.
Looking for a way to simplify your life?
You may consider centralizing your financial planning and banking services in one location. The advisors at Gagne Wealth Management Group offer access to Raymond James Bank, which means you’ll have one resource that can handle all of your financial affairs. As a result, your advisor is aware of your funds across the board, which translates into an invaluable sense of confidence for you. 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.
Our financial product availability is one of the most expansive in the industry. Our product offerings include stocks, bonds, mutual funds, managed accounts, insurance, annuities, and other various product solutions to help meet your particular retirement needs.
Please visit our Investment Services & Solutions page to learn more about our wide range of offered investment solutions.
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.
