Sophisticated, Customized Investment Leadership
Blais Wealth Advisors is dedicated and passionate about providing superior portfolio management services to affluent families, individuals, institutions, and foundations. We seek to maximize investment returns and manage risk and income through due diligence, intensive research and experience, providing hands-on attention and serving the unique needs of the client with truly customized portfolio management.
As an advisory group we strive to deliver the highest possible level of personalized investment management to our clients individual needs and wants. Constant communication is paramount, so we maintain regular contact with clients through daily, weekly or monthly conversations and emails depending on each individual client’s desires. From an administrative standpoint, we ensure that the client experience is of the highest standards, encompassing the strictest of confidentiality, and the highest of professionalism.
*Client acceptance based on referral from existing clientele only*