WHY WE DO IT
Because we want to be Really There For You
OUR PHILOSOPHY
Planning for your financial future should be simple. As with any journey, there’s nothing simpler than to have a professional along to guide you. Chénard Wealth and Advisory makes it easier than most, working in COLLABORATION with you to find the path that’s right for you.
We believe the best approach to reaching your financial goals is to have a realistic plan you can be COMFORTABLE with. We help take away doubt, confusion, and fear that sometimes lead to inaction so you can take each step with CONFIDENCE.
Chénard Wealth and Advisory has the expertise, professionalism, and COMPETENCE to get you there. We follow the “4 C’s” throughout our process to make planning your financial future simple for you.
We work in
COLLABORATION
with you to map out
your financial future.
We ensure you are
COMFORTABLE
at every step and
with your investments.
We give you CONFIDENCE
—empowering you to make
great decisions.
We provide you with
COMPETENCE
on your financial journey.
MISSION
To guide and really be there for our clients in building and managing their wealth.
VISION
To be known as the “go-to” resource for business owners, professionals, and their families.
OUR COMMUNITY IS IMPORTANT TO US
-
Ethics in everything we do
-
Emergency planning is a core piece of building wealth
-
Buy local—we support local suppliers and believe in making a difference by working with small businesses and creating local jobs