At Boudreau & Associates Private Wealth Management, we specialize in working with high-net-worth individuals and families who are navigating increasingly complex financial lives. Whether you’re preparing for retirement, leading a business, or managing a multi-generational legacy, we offer more than just investment advice. We act as your financial advocate.

That means we listen before we recommend. We identify missed opportunities and we guide you through major transitions. Our commitment is to provide clarity today and confidence for what lies ahead. If you’re asking bigger questions about your wealth, your family, and your future, you’re in the right place.

Affluent Women

Women’s financial well-being is shaped by realities like longer lifespans, earlier retirements, pay gaps, and career pauses to care for children or aging parents. Over time, that can mean earning and investing less—yet needing savings to last longer. A dedicated financial advisor for women understands these dynamics and plans for them explicitly.

Your IG Living Plan does exactly that. We align cash flow, investing, insurance, tax, and estate strategies with your life today and the one you’re building for tomorrow. That can include: optimizing contributions during high-earning years, planning for career breaks and building a plan for divorce or widowhood.

The result is a living plan that adapts as your life evolves—whether you’re negotiating compensation, returning to work, selling a business, or entering retirement—so you can protect the people you care about and enjoy the independence you’ve earned.

No matter where you are in your financial journey, building wealth - planning retirement, selling a business, or managing an inheritance, our financial advisors for women take a comprehensive view of your finances. At Boudreau & Associates, we advocate for you by searching for and revealing financial opportunities others may have missed while ensuring every part of your financial life works together seamlessly.

We review and optimize:

  • Corporate structures and tax strategies
  • Pensions and registered accounts
  • Real estate holdings and rental properties
  • Insurance coverage, wills, trusts, and estate plans

Clients often tell us they discover options they hadn’t considered before. Our role is to explore every detail and create strategies that help you keep and grow the wealth you’ve built, aligned with your goals and values.

Business Owners and Incorporated Professionals

You’ve invested tremendous effort in building a successful business. Now, it’s time to ensure your personal finances are equally organized and aligned with your goals. At Boudreau & Associates, we help business owners turn business success into lasting personal financial freedom.

Whether you’re growing your business or planning succession, we provide:

  • Tax-smart corporate structuring to optimize both active and passive income
  • Strategies for extracting wealth from your business efficiently
  • Succession planning to maximize value and reduce tax during a sale or transition
  • Coordination of holding companies, insurance, and investments for long-term planning

As fellow businesspeople, we understand the weight of every decision and the importance of keeping your business and family protected.

High Net Worth Families

Wealth carries meaning beyond finances, it's about legacy and connection. That’s why we help families create plans that align with their values, prepare the next generation, and encourage open communication across generations.

Our process involves:

  • Supporting parents and grandparents with inheritance and gifting plans that minimize taxes and maximize benefit
  • Equipping adult children to responsibly handle and grow family wealth
  • Hosting family discussions to clarify wishes, reduce conflict, and align everyone’s goals
  • Building estate plans that combine control with adaptability

Intergenerational wealth transfer is about nurturing relationships and securing your family’s future together.