Our Wealth Management Philosophy

The Drouin Wealth Management Group believes that a strategic financial plan and a trusted partner to manage that plan is the winning combination that allows a client to have clarity and peace with their wealth. We think about wealth planning differently than other firms and we use our collective creativity & expertise to solve the unique challenges that our clients face. We work through an essential combination of tax-efficient strategies, legal, insurance, and investment planning and know that when our clients need their money, it needs to be there. After all, it often isn’t how much money you make that matters, but how much you keep that's the important part.

We believe that no one financial vehicle is better than another, but rather, a diverse combination of Equities, Fixed Income, Real Estate, Commodities, Insurance, and Annuities are essential to long-term financial security. We only use the highest quality investment & insurance solutions and use independent data to evaluate those solutions on a regular basis. Through the use of techniques like quarterly rebalancing, tax-loss harvesting, guaranteed growth strategies and more, we are able to adapt to rapidly changing markets and provide our clients choice with how they grow and distribute from their portfolios; all while helping them live their best lives.

Our motto: "Find the right solution to fullfil the client's plan."

While we are a "Planning First" focused team, often our clients are asking us about specific products or solutions. Since our team has access to a wide range of world class financial solutions designed to reinforce each other, we can always make sure that your plan is working the hardest it can for you.

Below is information on a few of the most common types of solutions that many people want to know more about: