Welcome to Soulliere Financial
Soulliere Financial is an independent, privately owned boutique wealth management firm established in 1978.
Our clients are individuals, families, professionals and entrepreneurs who are keenly interested in their financial future and value professional advice.
We engage our clients in a collaborative financial design process, to build, optimize and protect their wealth and assist in their charitable giving. We believe surrounding our clients with a team of caring professionals positively impacts their current and future lifestyle, whether they are pre-retired or living in retirement.
“We have been helping our clients plan for and protect their financial futures for 35 years. We continue to create client relationships that last a lifetime. I believe energy comes from passion and passion comes from purpose…as a firm we keep our purpose front and center every day”
- Pat Soulliere, President & Founder
The decisions we make each day are deeply influenced by preconceptions and emotions. The Fall edition of Solutions focuses on the effect our emotions can have when it comes to making decisions about finances. Features include: Being aware of cognitive biases can help us make better investment decisions; How an advisor can bring you closer to reaching your financial goals; Investment loans 101; Living solo; and more.