"Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service."
Wealth Partners
The Fournier Group
Wealth PartnersThe Fournier Group
"Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service."
Awards and Industry Recognition
Forbes
America's Top Wealth Advisors
2018 • 2017
Top Wealth Advisors Best-In State
2023 • 2022
Top Next-Gen Wealth Advisors
2023
Barron's
Top 1,200 Financial Advisors
2021 • 2020 • 2019 • 2018 • 2017 • 2016
About The Fournier Group
Welcome
The Fournier Group is an investment and wealth management team. We manage over $900 million in assets on behalf of individuals, corporations, endowments, and other for-profit and not-for-profit institutions.
Our mission is to help clients establish and successfully pursue their financial goals, while providing best-in-class, white-glove service.
Our specialties include asset allocation analysis and recommendations; in-house fixed income portfolio management; long-term financial planning, including retirement planning as well as cash flow and savings analysis; intergenerational wealth strategies; tax-efficient investment strategies; and third-party investment manager selection, among many other benefits.
Meet Our Team
Insights
Wealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowWealth Planning
8 insights from long-lasting global business families
March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read NowOutlook
The race to rate cuts is on: What it means for you
March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read NowOutlook
March 2024 Fed meeting: Rates hold steady
March 21, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowEconomy
Bonds may play a renewed role in portfolios – are you ready?
March 21, 2024Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.Read NowInvesting
How to enhance the yield on your excess cash
March 21, 2024Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowWealth Planning
Wealth planning is a women’s issue
March 20, 2024While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
March 18, 2024You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
March 18, 2024Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowWealth Planning
8 insights from long-lasting global business families
March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read NowOutlook
The race to rate cuts is on: What it means for you
March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read NowOutlook
March 2024 Fed meeting: Rates hold steady
March 21, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowEconomy
Bonds may play a renewed role in portfolios – are you ready?
March 21, 2024Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.Read NowInvesting
How to enhance the yield on your excess cash
March 21, 2024Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowWealth Planning
Wealth planning is a women’s issue
March 20, 2024While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
March 18, 2024You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
March 18, 2024Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowPersonalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.