Detailed planning is OUR CORE CAPABILITY
The Quenneville Walsh Private Wealth Management team of Raymond James Ltd. has over 60 years of combined financial and administrative experience.
This experience enables the team to provide you with one-to-one communication, education and goal setting:
- Custom portfolio design with objective investment advice
- Tax minimization strategies
- Risk management strategies that include mortgage, life and business insurance
- Wealth transfer, estate and succession planning for business owners, farmers and families