Why Us

When Life Events Happen, What Happens to Your Wealth?

Money is an important part of life, but life is about much more than money. That's why wealth management cannot focus
solely on returns. It also needs to take life events into account - whether an inheritance, the sale of a business, retirement, death or divorce.

For over three decades, The Latremoille Group has created wealth solutions customized to the unique needs of business owners, executives, professionals, affluent families and individuals.

By understanding what keeps you up at night, we explore the intersection between money and life to isolate the issues that need to be addressed. This allows us to take the twists and turns of life into account when managing your money.

Altogether that allows you to benefit from:

  • An integrated approach to financial planning and investment management

  • Wealth management solutions tailored to your personal goals, aspirations, life experiences and expectations

  • Honest, unbiased advice provided by a team with experience, longevity and a commitment to  achieving the results you expect

 

Next, discover the  Top 10 Reasons to Work with Us

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.