2452 Route 9
Champlain Wealth Management is home to a team of financial advisors who are dedicated to utilizing our depth of experience and knowledge for your benefit. By working cohesively, we will help chart your course and adjust as needed to help you reach your destination. Integrity is of utmost importance to our business transactions and our own individual characters. At Champlain Wealth Management, we are completely client-focused, and we promise to care for you the way we ourselves expect to be treated.
We are inspired by learning more every day to better serve our clients and develop a personal, trusting relationship with them. We use modern, state-of-the-art technology to enhance our service deliveries while maintaining close, periodic, and open communication with our clients. Our experienced professionals use this technology to better portray the necessary information involved in financial planning in order to alleviate any anxieties you may have. However, technology cannot replace the professional, personal interaction that is needed in managing client expectations as well as assets.
If you are looking for thorough, professional financial advisors who can help you develop and reach the financial future of your dreams, please take a look at the variety of services that we offer and determine what you need in order to achieve your financial goals.
Champlain's wealth management system helps keep track of your savings, checking, 401(k), IRAs, brokerage accounts and credit cards in real-time. Now, by utilizing our wealth management system, all of your accounts can be accessed in one secure location.
With our wealth management system, all of your financial information and documents can be stored and scanned into your own personal web page. Our system links all this critical information in real-time so that you can be more organized and we can advise you in real-time.
To learn more about our Wealth Management System and process, click here.
We believe that it's never too early to begin planning for the future you’ve always envisioned.
Our team can analyze your assets, help you set goals, protect your income, and chart a financial course.
We understand that while risk is inevitable, it can be handled much more smoothly if you prepare for them first.
We want you to feel secure that your money will go to the right people and places after you’ve passed.