Broker Check

Financial Planning for Individuals & Families
Values-Guided Legacy in the Brainerd Lakes Area

Build a Financial Life Rooted in What Matters Most

Life moves fast — growing families, career changes, new homes, and the desire to pass on more than money. At Lemieux Wealth Strategies in Baxter, Minnesota, we specialize in helping multi-generational families create clarity and confidence through personalized, values-driven planning. As a father-daughter team managing approximately $173 million in assets as of July 31, 2026, we guide you with The Lemieux Legacy Blueprint — our structured 5-step process rooted in faithful stewardship.

Get a Strong Financial Foundation in Place

Get a Strong Financial Foundation in Place

We help you organize your finances, clarify your priorities, and build a plan that grows with your family — today and for generations to come.

Balance the Priorities Competing for Your Attention

  • Retirement savings, debt, education funding, daily expenses, and future dreams — we help you evaluate tradeoffs and make decisions that align with your faith, values, and family legacy.

Grow What You’ve Built and Protect It Along the Way

  • As your income and responsibilities grow, we align investments, tax strategies, insurance, and long-term goals so your wealth works harder for you and the generations that follow.

Prepare for the Changes Life Brings

  • Marriage, new children, career shifts, or major purchases — we provide clear guidance so you can navigate every transition with confidence and peace of mind.

Plan Your Goals for Every Stage

Investment Management

Retirement Planning

Tax Strategies

Wealth Management

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Frequently Asked Questions About Financial Planning for Individuals & Families

  • Who do you typically work with?

    We primarily serve multi-generational families in the Brainerd Lakes area who want to build and protect a faith-guided legacy. This includes growing families, couples balancing career and home, and those with existing assets who desire coordinated, values-aligned planning.

  • Do I need to be close to retirement to work with a financial advisor?

    Not at all. We help families at every stage — from young parents building their foundation to pre-retirees and retirees focused on legacy transfer. The Lemieux Legacy Blueprint™ is designed to evolve with you.

  • What if I feel like I’m trying to do everything at once?

    This is incredibly common. We help you sort competing priorities (retirement, debt, college savings, taxes, and family goals) and create a clear, prioritized plan that brings peace instead of overwhelm.

  • How is your approach different from just managing investments?

    Investment management is only one piece. We start with your values and family vision, then build a complete blueprint that integrates tax strategy, business transition planning (when relevant), retirement, and multi-generational legacy — all with ongoing education and exceptional service.

  • Do I need to have everything organized before we meet?

    Absolutely not. We help you organize what you have, identify what’s missing, and build a complete plan together — no matter where you’re starting.

Let’s Build a Plan Around What Matters to You

You do not need a generic plan or a stack of disconnected recommendations. You need guidance that fits your goals, your family, and the decisions in front of you.

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Our Approach

Our integrity and personalized service—supported by a proven culture of success—fosters trust and builds lasting friendships

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Our Team

Our team is dedicated to providing personalized guidance, combining experience and commitment to help you navigate your financial journey with confidence.

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Get in touch today to discover how our team-oriented, relationship-focused approach can help you build confidence in your financial life

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