Parent Bujold Wealth Management

Guiding Your Wealth with Care.

Discover our company

The investment landscape is intricate and complex, offering myriad choices—our expertise and guidance make all the difference. The Parent-Bujold team adeptly crafts strategies and financial plans to keep you firmly on track.

Our mission is to become your primary partner for all your financial planning needs and concerns.

Our management style is proactive. We will be there to guide you through life’s key stages, from retirement planning to tax optimization and estate planning. Our team is there to ensure your investments align with your evolving financial goals and situation. If needed, we can also connect you with our trusted associates (accountants, notaries, insurance specialists, financial planners, etc.).

Personalized Service Offering

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Individual assessment of each client's needs.

Funnel divided into 4 sections, illustrating the team's approach to personalized service.

Customized solutions creation to achieve each client's goals.

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Flexibility to adjust our services based on evolving needs.

Funnel divided into 4 sections, illustrating the team's approach to personalized service.

Regular meetings and availability of our team

What Sets Us Apart

Our advice, support, and dedication are highly valued by all our clients. You can always rely on:

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Integrity

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Transparency

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Stability

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Flexibility

Our mission is to help our clients achieve their financial goals by offering personalized and high-performing investment solutions.

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Contact us

Get contact information for our team members and find out where our offices are.