Welcome to Perrault & Associates Private Wealth Management
Each client is unique, with their own dreams, aspirations, and needs. We understand this deeply, which is why our team of financial planners is committed with sincere passion to accompany you and your loved ones in building entirely personalized solutions. Every step of this journey is designed with you in mind, because your future deserves special attention. Whether it's wealth management, estate planning, risk management, or tax optimization, we are by your side, ready to tackle every challenge.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 25 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
