You gave your all to achieve success. We give our all to help you maintain it.

As one of the top wealth advisory teams in the nation, at Team Marchand Filiatrault, we understand the time, effort, and risk it takes to achieve success. That’s why we leverage our research-driven approach, in-depth knowledge of the markets, and unparalleled resources to help you maintain it, seeking to grow what you’ve built for generations to come.

Meet the team

Wealth services

Our family office services cover all unique and pertinent aspects of your wealth, from comprehensive financial planning to charitable giving and beyond.

Discover

Investment philosophy

Our proven philosophy is focused on uncovering high-quality, lower-risk investments aligned to your goals.

Explore

Client-first service.
First-rate expertise.

Discover why Team Marchand Filiatrault is the partner of choice for successful business owners, entrepreneurs, and families.

Contact us