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Strategic Portfolio Management
Values-Guided Investment Strategies in the Brainerd Lakes Area

Move Beyond “Set It and Forget It” to Purposeful, Tax-Efficient Wealth

Many investors want more than generic, hands-off portfolio management — they want clarity, tax efficiency, and a strategy that truly reflects their values and long-term vision. At Lemieux Wealth Strategies in Baxter, Minnesota, we proudly serve the Brainerd Lakes area as a multi-generational family firm managing approximately $173 million in assets as of July 31, 2026. Led by Brian Lemieux and his daughter Andrea Lemieux Lundberg, we deliver values-guided, research-backed portfolio strategies through The Lemieux Legacy Blueprint. We combine institutional-quality research with proactive tax planning and ongoing education so your investments work harder for your life, your family, and your legacy.

Build Strategic, Purposeful Wealth

Build Strategic, Purposeful Wealth

We help investors move from basic allocation to a more intentional, coordinated approach that integrates with your full financial picture.

Create Tax-Efficient, Values-Aligned Portfolios

  • Using YCharts for in-depth research and another for proactive portfolio tax planning, we build portfolios designed to minimize taxes while staying aligned with your personal values and risk tolerance.

Gain Clarity Through Ongoing Education

  • We don’t just manage investments — we explain the “why” behind every holding and adjustment so you understand your portfolio and feel confident about the strategy.

Integrate Investing with Your Broader Life Goals

  • Your portfolio doesn’t exist in isolation. We coordinate investment decisions with retirement income, business transitions, legacy planning, and multi-generational goals for a truly cohesive approach.

Holistic Financial Solutions

Investment Management

401k Planning

Tax Strategies

Wealth Management

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Frequently Asked Questions About Strategic Portfolio Management

  • Who do you typically work with?

    We work with investors in the Brainerd Lakes area who want a more strategic, intentional approach to their portfolios — individuals and families seeking tax efficiency, values alignment, and ongoing education rather than a generic “set it and forget it” solution.

  • How is your portfolio management different from most advisors?

    We treat investing as one integrated piece of your full financial life. Using institutional research from YCharts, tax planning, and our Lemieux Legacy Blueprint™, we build and monitor portfolios that support your broader goals — not just chase returns.

  • Do you only focus on investments, or do you look at the bigger picture?

    We always look at the bigger picture. Your portfolio is coordinated with tax strategy, retirement income, legacy planning, and any business interests so everything works together under one cohesive plan.

  • How often will my portfolio be reviewed?

    We conduct regular portfolio reviews (at least quarterly) with proactive adjustments as needed. You’ll also receive clear education and updates so you always understand what’s happening and why.

  • What if I already have a portfolio but feel it could be more strategic?

    This is very common. We can review your current holdings, identify opportunities for tax efficiency and better alignment with your values, and create a clear transition plan using The Lemieux Legacy Blueprint.

Your Investments Should Work as Hard as You Do

If you’re looking for strategic, tax-efficient portfolio management that’s backed by research, education, and a values-guided approach, we’re here to help. Let’s build a portfolio that truly supports your life and legacy.

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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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