Victor Gadoury, CLU, ChFC • Woburn, MA
Heritage Wealth Managers LLC • LPL Financial
I have spent close to 40 years in the greater Boston area serving the needs of retirees and those nearing retirement. I enjoy the opportunity of sharing our message regarding sound financial planning through a variety of public experiences, including hosting the local cable television program “Discussing Your Dollars,” serving as guest host of a local Boston radio financial talk program, and giving a variety of financial education presentations at local colleges and community forums.
Our firm, Heritage Wealth Managers LLC, has a mission to help families and business owners connect their wealth with their life’s purpose. By this, we mean helping to provide an environment in the financial-planning process where clients can acquire financial education, explore insights about what is truly important to them, and apply that wisdom to a better future for themselves and their families.
Simply put, wealth is about more than money. It’s about your family, your community, your charities, and the people in your life that you make an impact on and those that make an impact upon you.
I am an active member of Kingdom Advisors, a community of Christian financial professionals integrating faith and practice into their daily work lives. As part of this organization, I am committed to offering meaningful counsel to clients to hopefully have a positive impact on their lives.
The organization provides a number of business tools, including training programs, networking with fellow advisors, conference calls to discuss the investment environment, and access to third-party investment partners who manage Christian-based portfolios. It also offers a referral service for individual investors seeking qualified advisors who follow faith-based principles. This, combined with our firm’s own outreach to various communities, has been rewarding in informing fellow Christians, and those who may not be, about our firm’s services.
Disclosure: Victor J. Gadoury, CLU, ChFC, is a registered representative and investment advisor representative and offers securities and advisory services through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk, including loss of principal.
Photography by Greg Anthony
