With more than 17 years of experience in wealth planning and investment management, Beau Gaudreau believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Beau apart. Beau is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Beau understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Beau will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Beau endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Beau designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Beau puts it into action and oversees its performance for opportunities to adapt to life changes and new goals.
Beau began his career in financial services in 2005 and previously spent 17 years with Edward Jones. Beau works effectively to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using wealth management, retirement planning (including IRAs, 401(k)s), estate planning and more through Raymond James.
A native of Portland, Maine, having attended the University of Maine at Farmington, and residing in Old Orchard Beach, Maine, Beau is a true Mainer. Away from the office, Beau also enjoys his kids, family and friends, recreational motor sports, world travel, concerts and simply being outdoors with nature.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.