Gebhardt Paquin Family Wealth Management
Gebhardt Paquin Family Wealth Management
Build your business — and your legacy
Our multi-generational team specializes in working with business owners and philanthropic foundations. With a proven process and the discipline to see it through, we help you, your family and your business thrive and help you plan your legacy for the future.
Whether you’re building your business, looking to transition it, or planning your legacy, our family-office approach combines disciplined wealth management with the tax-planning expertise of TD specialists to help you find meaning in your wealth.
Hear from our clients, Liz and Michael.
Your legacy starts today
Gebhardt Paquin Family Wealth Management provides holistic wealth strategies for affluent families and individuals.
We are a forward-thinking team of disciplined wealth managers – a multi-generational team serving a multi-generational clientele.
But what really drives us is the relationship we forge by helping you find the larger meaning in your wealth. Experience the freedom of personal wealth planning with Gebhardt Paquin Family Wealth Management. Your legacy starts today.
We are a forward-thinking team of disciplined wealth managers – a multi-generational team serving a multi-generational clientele.
But what really drives us is the relationship we forge by helping you find the larger meaning in your wealth. Experience the freedom of personal wealth planning with Gebhardt Paquin Family Wealth Management. Your legacy starts today.
Helping achieve what truly matters to you and your family.
Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Invest in your future - Because this view should last for generations
Our multi-talented team has the resources, experience and knowledge to support you through uncertain markets and evolving life goals. Contact us today to see how our deep commitment to our clients can help you build a transformational legacy.
