You’ve Worked Hard.
Make the Transition Easy.

The decision to sell and transition your business is not an easy one to make. We understand the hard work and dedication it takes to build a successful financial planning practice and develop strong and long-lasting client relationships. When it comes time to transition, you want to be sure you will be paid fair value for your practice, and that your clients will be looked after with the same care and attention they are used to receiving from you.

We invite you to find out more about Patenaude Wealth Management and to consider us for your partner in succession.