Welcome to Soulliere Financial

Soulliere Financial is an independent, privately owned boutique wealth management firm established in 1978.

Our clients are individuals, families, professionals and entrepreneurs who are keenly interested in their financial future and value professional advice.

We engage our clients in a collaborative financial design process, to build, optimize and protect their wealth. We believe surrounding our clients with a team of caring professionals positively impacts their current and future lifestyle, whether they are pre-retired or living in retirement.

“We have been helping our clients plan for and protect their financial futures for 35 years. We continue to create client relationships that last a lifetime. I believe energy comes from passion and passion comes from purpose…as a firm we keep our purpose front and center every day”

- Pat Soulliere, President & Founder

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Solutions - Fall 2016

In the Fall 2016 edition:

  • Five smart money moves
  • Not your parents' life insurance
  • Tax corner: The clawback conundrum