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Clear Financial Strategies for Confident Decision-Making

Experience personalized, plan-based solutions that adapt to your unique life transitions. Our values-driven approach provides you with the confidence and clarity needed to navigate every stage of your financial journey. Let’s build a strategy tailored to your goals and values.

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Protecting What Matters Most – Your Faith, Family, and Future

Protecting What Matters Most – Your Faith, Family, and Future

At Lemieux Wealth Strategies, we are committed to guiding families, business owners, and individuals through life’s transitions with confidence and clarity. Stewardship of God's gifts shapes our approach. We combine deeply personalized education and financial planning, tax-smart strategies, and proactive business transition planning to help you build a secure, values-aligned legacy across generations.

Legacy You Can Count On: Value-Guided Strategies for Families & Generations

Legacy You Can Count On: Value-Guided Strategies for Families & Generations

As a multi-generational family firm in the Brainerd Lakes area, we deliver personalized, plan-based financial strategies rooted in what matters most—your faith, family legacy, and long-term financial confidence. With 30+ years of experience, we help you navigate life transitions, optimize taxes, and build strategic portfolios with confidence and clarity.

Personalized Strategies Grounded in Faith and Built for Generations

Personalized Strategies Grounded in Faith and Built for Generations

We create customized financial blueprints using sophisticated tools like RightCapital and YCharts. Whether you’re optimizing a strategic portfolio, planning a business transition, preparing for retirement, or building a multi-generational legacy, our educational approach empowers you to make confident, values-driven decisions.

All-Inclusive Financial Support

Our wide range of services provides everything you need for thorough and effective financial planning.

Personalized Wealth Management & Tax Strategy

Ready to make your portfolio more strategic and tax-efficient? We design customized plans that align investments, tax minimization, and legacy goals—so you can steward resources wisely and live with confidence.


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Business Transition & Succession Planning

Planning to sell, transfer, or grow your business? We specialize in smooth ownership transitions that protect your family legacy while maximizing value. Perfect for business owners balancing company growth with personal wealth.


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Start Your Journey to Financial Confidence

Take the first step towards a solid financial future with our professional guidance. Let’s create a strategy that’s uniquely yours, designed to help you navigate life’s transitions with confidence.

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Advanced Tax Planning for the Bigger Picture

Advanced tax planning strategies can play an important role in your bigger financial picture, especially as taxes intersect with investments, retirement income, business planning, estate strategies, and long-term goals. At Lemieux Wealth Strategies, we coordinate tax-aware planning with your broader financial strategy, helping connect each decision to your overall tax strategy—because potential tax savings can mean more money in your pocket and a more connected approach to pursuing your goals.

Empowering Individuals, Families, and Business Owners

Individuals & Families

Multi-generational families who want to pass on more than money—values, faith, and a lasting legacy. We help you align financial decisions with what matters most.

Pre-retirees & Retirees

Pre-retirees and retirees who want to enjoy the next chapter with confidence, clarity, and peace of mind.
We help you create tax-efficient retirement strategies, optimize your portfolio, and preserve a faith-guided legacy for the generations that follow.

Business Owners

Business owners who want to successfully transition or exit their company while safeguarding their family’s future. We help you with integrated business transition planning, tax-smart strategies, and values-aligned solutions that protect both your business and your family legacy.

Female Decision Makers

Women who want to feel confident and empowered in their financial journey. As a female advisor and mother, Andrea specializes in clear education, tax-smart strategies, and personalized planning that honors your values, faith, and family priorities.

Strategic Portfolio Clients

Investors seeking clear, tax-efficient, values-aligned portfolios backed by institutional research and ongoing education. We help you build strategic, purposeful wealth that reflects what matters most.

Who We Serve

Tools to Boost Your Financial Knowledge

Build your financial understanding and make smarter monetary decisions with the help of our thoughtfully curated tools.

Annuity Comparison

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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