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Services We Offer

When your life savings are at stake, you need advice you can trust. You need a financial advisor who can help you prioritize which goals matter most to you.  Whether it is transitioning to the next generation, customizing financial strategies that pursue desired outcomes, or simply providing advice and guidance to help you stay informed.   You need a relationship with a firm that promises to always put your interests first, a firm with proven experience. The team at Champlain Wealth Advisors has been serving their clients since 1983, and can help you determine what type of services they can provide to help you attain your financial goals.

Retirement Planning

One of our most popular and important services. Planning for retirement goes well beyond thinking how you’ll spend your time.  We work with you to develop a plan that addresses each variable and outline a roadmap to guide you towards your desired outcome.  Using the latest software available we complete a probability analysis to help us construct your future.

Investment Management

We construct portfolios consistent with your risk tolerance, time frame, and liquidity needs. Client portfolios are engineered with carefully chosen assets, across a variety of asset classes, to provide diversification that is appropriate for your risk profile.

Tax Planning

We will provide proactive tax planning, working with your tax advisor to develop and implement strategies to minimize your income taxes, but always aware that our priority is to maintain total return.

Risk Management Planning

We evaluate how to mitigate risk for the totality of your financial picture. This includes assessing your complete financial circumstance for risks versus opportunities. This can include needs for life insurance, Income protection, and long-term care coverage. This protects you and your family so the unexpected does not put a halt to your future goals.

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways to help lower your estate taxes, while providing for your family, and leaving a legacy for the future. We offer the following estate planning services:

  • Coordinate with your attorney to implement your estate plan from beginning to end.
  • Re-title assets to help reduce or eliminate estate taxes, or to avoid probate.
  • Review beneficiary designations for opportunities to stretch retirement plans over generations.