What's your why?

Most financial advisors talk about financial goals; at Misener Wealth Solutions, we talk about life goals. Helping you identify and meet your life goals is what we do best. Through our simple four step approach, we’ve developed an established strategy to overcome your obstacles to bring you financial peace and security.

If your biggest obstacle and concern is debt, we have a plan for that too. Worrying about not having enough money is common. Everyone feels like this at some point. If you are worried about debt and not having enough money at the end of the month, we have a plan and service to get you Cash Flow Positive. The best part of this service is that it’s free!

What's your why?

Brent Misener, CFP^®

Senior Financial Advisor

Richard Lefrancois

Administrative Assistant

Damian McGrath

Senior Trust Advisor

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.