Our Mission
To create efficiencies within our client's financial lives so that they can achieve better and more rapid financial success.
Developing Custom Financial Game Plans Designed to Maximize Every Opportunity For Success
Our Approach
Each of our clients is unique with very personal goals and objectives. We collaborate as a team to develop a highly customized financial game plan that reflects our clients' definition for success.
While each plan is very distinct, there are key principles that we adhere to in every financial game plan:
- Defense wins championships – Protecting your wealth and managing risk
- A game of inches – Success often comes down to the small details
- Be opportunistic on offense – Identify unknown opportunities
- Be disciplined – Stick to the game plan
Our Competitive Advantage
Our practice delivers the benefits of years of experience and deep industry knowledge. Our greatest expertise lies within the pharmaceutical and medical device industry.
Jay D'Entremont has been working closely with employees of the pharmaceutical and medical device industry for more than 18+ years. With over 300 clients in this industry, we have extensive knowledge of the benefit packages and how to help successfully integrate them into a customized financial plan.
The majority of our clients are Directors and Executives who typically have a lot of the fundamental financial pieces in place. Through a detailed assessment, we create a cohesive plan to help ensure efficiencies across the board, with a goal of achieving financial freedom sooner than expected.
We're top ranked by Forbes
Jason D'Entremont has been recognized by Forbes as a best-in-state top financial security professional. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!
FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023). RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2022. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.