Jay C. Gagne Wealth Management Group at Raymond James
Jay C. Gagne is the driving force behind Gagne Wealth Management with Raymond James. Jay Gagne is an experienced wealth management practitioner with 5 decades of combined wealth management experience. Jay C. Gagne has also achieved the coveted Certified Investment Management Analyst certification from the Wharton Business School. Jay Gagne represents a unique approach to investing, one that has delivered outstanding investment results for his clients.
By: EPS Media
The advisors at Jay C. Gagne Wealth Management are focused on providing innovative new ideas and forward, advanced thinking to help manage each client's financial wealth to achieve their individual desired goals. Jay Gagne, together with his team, specializes in the selection, pairing, and monitoring of Institutional Private Money Managers for their clients' investment portfolio management. These are exclusive to high net worth investment portfolios, most of which are only accessible at $100,000 at a minimum. Raymond James provides each client an extra layer of due diligence by providing a dedicated team of home office investment professionals who monitor the people, the process, and the performance of various institutional managers on a day to day basis. Jay Gagne believes that this multilayer due diligence approach provides added layers of insight not always offered or provided by other wealth managers throughout the investment industry.
According to Jay C. Gagne, CIMA, Financial Planning and goal monitoring is another very important aspect of the service-business model offered by Jay C. Gagne Wealth Management. Jay Gagne insists that clients need an active planning roadmap to go along with the asset management aspect that their wealth management group provides. "When a client has a living plan to accompany their saving and investment program, they are more likely to achieve their financial goals over time."
Client access to their financial advisor is extremely important as well. Jay Gagne gives clients his personal cell phone number and invites clients to call him anytime. "When you are dealing with clients' life savings, we are no different than a Doctor who is constantly on call. Our clients depend on our help and advice; we must be readily accessible whenever they need it," says Jay Gagne.
In addition to other industry recognition and accolades, Jay C. Gagne Wealth Management was featured in Forbes magazine March of 2014 as an Indiana Financial Leader.
For more information about investing through Jay C. Gagne Wealth Management Management, please contact Jay directly by calling (317) 577-6030 or visit their website at: http://www.raymondjames.com/
Jay C. Gagne
6081 E. 82nd St.