Hudson College

At Larocque Group Private Wealth Management, we have been providing wealth management services since 1996. Our team is dedicated to helping our clients achieve their financial goals by providing a sophisticated approach to managing their wealth. We believe that every individual's financial situation is unique, and we take the time to understand what matters most to each of our clients. Our team of experienced and knowledgeable professionals will work closely with you to develop a customized strategy that meets your short and long-term needs.

We take pride in our ability to simplify your entire financial life, create peace of mind by reducing your financial concerns, guide you through critical financial events, and deliver tax-efficient strategies across all aspects that improve your financial position. We continuously monitor and adjust your plan as opportunities arise, ensuring that your financial well-being is always at the forefront of our considerations.

Meet Our Team

At Larocque Group Private Wealth Management, we have built a team of experienced and knowledgeable professionals who are dedicated to providing exceptional service to our clients. Our team includes:

• Michael Larocque, Executive Financial Consultant: With a Bachelor of Business Administration degree and certifications as a Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP), Michael has over 25 years of experience in the financial industry. He is dedicated to helping his clients achieve their financial goals and build a better financial future.
• Dorianna Hampson, Associate Consultant: Dorianna has over 10 years of experience in the financial industry and has worked closely with Michael to develop and manage financial plans for his clients. She is dedicated to providing exceptional service and building strong relationships with her clients.
• Amanda Hoiting, Operational Associate, Marketing Manager: Amanda is responsible for maintaining and enhancing our business systems, booking client appointments, and overseeing client events. She is dedicated to delivering exceptional service to our clients and making their financial lives easier.

Our Approach

At Larocque Group Private Wealth Management, we take a holistic approach to wealth management. We believe that every individual's financial situation is unique, and we take the time to understand what matters most to each of our clients. Our team of experienced and knowledgeable professionals will work closely with you to develop a customized strategy that meets your short and long-term needs.

We believe that a comprehensive approach to wealth management includes:

• Exploring your current situation: We take the time to learn about you and your current financial complexities to help us customize our relationship with you.
• Customizing your investment program: Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.
• Clarifying your goals and objectives: Every situation is unique, and we take the time to explore all the life goals, financial aspirations, and concerns you have for yourself and your family.
• Implementing a holistic strategy: We activate on recommended strategies with a view of the inter-connectivity across all dimensions of your life.
• Developing a comprehensive plan: Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.
• Proactively monitoring and adjusting: We work with you to identify and present all relevant scenarios before adjusting your plan.

Contact Us

At Larocque Group Private Wealth Management, we are committed to providing exceptional service to our clients. If you have any questions or concerns, please do not hesitate to contact us. We look forward to working with you to achieve your financial goals.