Concentrated expertise in physician wealth management
With decades of experience advising physicians and medical professionals, we have time-tested strategies to help manage the health of your financial affairs. We can assist you with developing a robust financial portfolio and offer reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed.
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 will be working closely with you to help ensure the progress of your plan is on track. 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.
Raymond James Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.
