LaCroix Wealth Management Group is a financial services firm led by founder and president John M. LaCroix, MBA, serving individuals and couples seeking to plan for retirement and pursue long-term financial goals. The firm emphasizes personalized guidance, recognizing that retirement strategies depend on each client’s circumstances, risk tolerance, and timing needs. Its work focuses on helping clients prepare for a more secure and fulfilling lifestyle in retirement.

Services include wealth management, financial coaching, and support for 401(k) plans. The group also offers guidance on mortgage protection, business planning, and the potential role of life insurance in protecting a home or supporting business succession. Its tax-free retirement service addresses flexibility in choosing which savings to draw on during retirement. Educational resources on the website include articles, calculators, videos, courses, events, and news covering topics such as taxes, Social Security, annuities, estate planning, inflation, and insurance. Based in Wakefield, Massachusetts, LaCroix Wealth Management Group invites prospective clients to discuss retirement strategies and learn how its guidance may fit their needs.