Lemieux Wealth

Lemieux Wealth Strategies is a multi-generational financial planning firm serving individuals, families, pre-retirees, retirees, women, and business owners in the Brainerd Lakes area. With more than 30 years of experience, the firm takes a personalized, plan-based approach shaped by stewardship, faith, family priorities, and clients’ long-term goals. Its team helps people navigate life transitions and make informed financial decisions through education and tailored guidance.

Services include wealth management, portfolio strategy, tax-aware financial planning, retirement income planning, estate and legacy planning, and business transition and succession planning. The firm works with business owners preparing to sell, transfer, or grow a company, helping connect business decisions with personal wealth and family legacy goals. For individuals and families, its planning can address retirement, investment strategy, tax considerations, and multi-generational wealth. Lemieux Wealth Strategies also provides financial tools and educational resources, including retirement calculators and planning insights. Its approach aims to bring clients’ investments, tax strategies, and legacy plans into a coordinated financial picture.