We primarily serve families, pre-retirees and retirees, business owners, female decision-makers, and investors seeking strategic portfolios. Many of our clients are 3-generation families who share our values around responsible stewardship, education, and building legacies that last. We typically work with households that have $500,000+ in investable assets and value a deeply personal, educational approach with exceptional service.

You’re likely a great fit if you want more than generic investment reports. Our ideal clients value ongoing education, tax strategy as a primary focus, business transition planning, and a faith-guided perspective on wealth. They appreciate a collaborative, family-like relationship with advisors who use sophisticated tools and follow our structured Lemieux Legacy Blueprint™.

We work with clients across all stages — from growing families and career builders to pre-retirees, retirees, and business owners planning their next chapter. Our Lemieux Legacy Blueprint™ is designed to evolve with you, whether you’re building foundational wealth, transitioning a business, or focusing on multi-generational transfer.

Yes — especially for business owners. We excel at integrating personal wealth, business succession/transition planning, tax strategies, and family legacy goals so nothing falls through the cracks.

While our Lemieux Legacy Blueprint™ provides a consistent 5-step process, every plan is highly customized. We start with your faith and values, then layer in tax efficiency, strategic portfolio construction, client education, and proactive multi-generational planning. As a father-daughter team with Brian transitioning to a consultant role at the end of 2027 and Andrea leading the next generation, we also offer unique long-term continuity that most firms cannot match.

We generally work with families and individuals who have $500,000 or more in investable assets. We’re happy to discuss your specific situation during a complimentary discovery call to see if we’re the right long-term partner.