Who We Work With
Why Partner with Us?
We take pride in the work we do and have the track record to prove it. Our success comes from our commitment to putting your needs first. Our services are geared towards clients who typically:
- Have investable assets of at least $500,000
- Are approaching or in retirement
- Appreciate straight talk and transparency
- Work hard to achieve their goals
If you’re approaching retirement and this sounds like you, please get in touch for a conversation.
The Migneault Difference: Small Means More
We intentionally serve fewer clients in order to better serve them and be more intimately connected to them as their lives change.
Consistent and clear communication is also a mark of distinction at Migneault Wealth Management. Whether the news is great or less than ideal, we’re always here to talk. We are committed to managing your wealth so you can enjoy your retirement.
We utilize individual securities (stocks and bonds), which we believe provides not only transparency but also gives us control on what we own and when and if we sell. While mutual funds and exchange-traded funds (ETFs) have their place, individual securities allow us to focus more on the specific companies that we feel will provide the best potential returns, be the most tax efficient, be most relevant to your goals and objectives, and help mitigate the impact of other investors’ behavior in volatile periods within the market.
We Focus on specialty Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). These types of investments give our clients a superior level of transparency when it comes to their portfolios. While mutual funds can be difficult to research and evaluate, SMAs and UMAs allow us to precisely tailor investments to your specific needs.
Migneault Wealth Management Principal, Jeff Migneault, holds a Master of Sciences in Financial Services (MSFS) from the Institute of Business & Finance in San Diego, CA.
The MSFS is an accredited master’s program considered one of the industry’s most prestigious degrees. It consists of 29 comprehensive exams, five written case study exams and a final written case study before the degree is awarded. The curriculum consists of a deep emersion into all principles of financial planning and analysis to address the wide range of challenges that clients may confront in their lives.
It is the highest degree offered by the IB&F and is built on the foundation of five core designations:
- Certified Fund Specialist™
- Certified Annuity Specialist™
- Certified Estate and Trust Specialist™
- Certified Tax Specialist™
- Certified Income Specialist™
Staying current with the industry’s best practices is another way Migneault Wealth Management is making sure your financial planning meets the highest standards.