- Five Star Wealth Manager award winner 2013-2015, 2018-2021
Our Story & Our Services
The Parquette Wealth Management Group is a planning-based, service oriented and client centric, family wealth management practice. We deliver the global reach of Morgan Stanley in a very personal way. Whether we meet in our conference room or your dining room, we are crafting unique solutions for wealthy families.
Our team structure is tight knit, friendly, and dedicated to delivering a level of service we would expect for ourselves and our dearest friends and relatives. By utilizing this consultative approach we are able to develop an inclusive strategy based on the clear understanding of your total financial picture. As a result, more time is spent doing the things that matter most to you, your family and your business.
We understand how hard you've worked to build and plan a future for you, your family and even your business. We recognize there is more to wealth management than crunching numbers. We strive to understand the unique nature of each family with whom we work and tailor every response to our clients and their specific needs. Our practice is based on the principles of personal responsibility, accountability, transparency and candor.
In addition to our asset management work we provide the following:
Estate Planning strategies
Intergenerational Transfer of Wealth & Business
Divorce Financial Analysis
Cash Flow Analysis both individually & in Business
Life Insurance/Annuity Reviews
Virtual Team Coordination and interaction (i.e. Legal & Tax Team)
Access to Lending Products
Access to Equity/Debt Funding specialists for Business Expansion, Acquisition, Family Transfer and Growth
Educate, manage and plan for clients in transition