Gagne Wealth Management, Inc.

The advisors at Gagne Wealth Management Group strive to help clients invest and maintain wealth through financial planning, market & investment strategy analysis and market outlook advice.

Gagne Wealth Management Group is a multi-generational family planning and investment practice. The principal Jay Gagne, CIMA is President of Gagne Wealth Management Group and a Branch Manager for Raymond James. Jay has over 25 years of experience in advising clients and managing client portfolios through extended bull and bear market cycles. Gagne Wealth Management specializes in financial planning, investment management, and advising high net worth clients from all walks of life including, but not limited to, doctors, business owners, executives, and retirees.

The advisors at Gagne Wealth Management are dedicated to providing innovative ideas and forward thinking advice to help manage client’s financial wealth and desired goals. Jay Gagne and his team specialize in the selection and pairing of Institutional Private Money Managers for client’s investment portfolio management. These are exclusive high net worth investment strategies, most of which are only accessible at $100,000 minimums. Raymond James provides an extra layer of due diligence by providing a dedicated team of home office professionals who monitor the people, process, and performance of the various institutional managers on a daily basis. Jay Gagne believes that this multilayer due diligence approach provides added layers of insight not always offered or provided by the more traditional mutual fund investments often used. “Our ability to hire, access, and work with both top notch, as well as boutique, private wealth managers is one of our competitive advantages in the wealth management marketplace.” Jay C. Gagne, CIMA.

Financial Planning and goal monitoring is another important aspect of the service model offered by the advisors at Gagne Wealth Management.

Client accessibility to their financial advisor is extremely important as well. Jay gives clients his personal cell phone number and invites his clients to call him anytime. “When you are dealing with client’s life savings, we are no different than a Doctor who is constantly on call. Our clients depend on our help and advice; we must be readily accessible whenever they need it.” Jay Gagne.

In addition to other various industry recognition and accolades, Gagne Wealth Management was featured multiple times in Forbes magazine and Jay Gagne was recognized as a Forbes Best in State Wealth Advisor 2019 - 2023.

Gagne Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. (This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023.) Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, more than 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.