Our Approach

“Since I started working with The Latremoille Group in 1994, they have listened to and understood my business and personal needs, worked with me to develop the investment plan that suited me best and have managed my wealth well, with care and prudence. I look forward to working together well into the future.”

~ A. Bykhovsky


Making Your Objectives Our Priority

Effective wealth management requires more than financial acumen and an in-depth understanding of the market. It also requires a level of personal experience that not every advisor can offer.

It is at this intersection of money and life that The Latremoille Group excels. By building long-term client relationships founded firmly on your personal objectives and life's situation, we can provide you with customized solutions that meet the full range of your financial needs - both today and into the future. We do this by following a time tested approach that includes:

An in-depth initial evaluation
A proven wealth management process 

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


  • "IS YOUR WEALTH WORKING FOR YOU?"
  • "WHEN LIFE EVENTS HAPPEN, WHAT HAPPENS TO YOUR WEALTH?"
  • "ARE YOU GETTING THE RIGHT ADVICE?"

Offering Answers to the many aspects of wealth management.

Susan Latremoille is an experienced source for journalists and available for media interviews and speaking engagements. Please contact Susan directly.