Gagne Wealth Management Group is a multi-generational family planning and investment practice. The principals Jay Gagne, CIMA, President, Branch Manager, and Paula Gagne, Co-President, have had over 50 years of combined experience in advising clients and managing portfolios through extended bull and bear market cycles. Gagne Wealth Management specializes in financial planning, investment management, and advising high net worth clients from all walks of life including, but not limited to, doctors, business owners, executives, and retirees. Jay Gagne is a contributing Financial Columnist for Indi... Read More
Gagne Wealth Management Group is a multi-generational family planning and investment practice. The principals Jay Gagne, CIMA, President, Branch Manager, and Paula Gagne, Co-President, have had over 50 years of combined experience in advising clients and managing portfolios through extended bull and bear market cycles. Gagne Wealth Management specializes in financial planning, investment management, and advising high net worth clients from all walks of life including, but not limited to, doctors, business owners, executives, and retirees. Jay Gagne is a contributing Financial Columnist for Indianapolis North Living Well Magazine. In addition to other various industry recognition and accolades, Gagne Wealth Management was has been featured in multiple industry magazines. Gagne Wealth Management has been featured in Kiplinger's Personal Finance Magazine in 2018 as an industry service leader and multiple times in Forbes magazine as well. More specifically, Forbes featured Gagne Wealth Management in March of 2014 as an Indiana Financial Leader, a second time Gagne Wealth Management was featured in the Forbes Wealth Managers Black Book in 2015 as an innovative Financial Planner, and Jay Gagne was also quoted several times in Forbes as an industry article contributor as well. More recently, Jay Gagne was selected as a Forbes/SHOOK Best in State Wealth Advisor 2019 - 2022 ranking in the Top 25 Wealth Advisors in the State of Indiana. Read Less