Kalee Boisvert - Raymond James Ltd

About

Kalee understands that your personal and financial life is closely entwined and that building your wealth, preserving capital, managing risk, and taking care of loved ones are all paramount concerns. Kalee adopts an individualized approach to each case, and listens intently to YOUR story to uncover and truly understand your unique wants, needs, goals, and objectives.Dedicated to providing a holistic experience, Kalee develops custom wealth management solutions which include: financial and estate planning, professionally managed investment portfolios, risk management techniques, tax minimization strategies, supports for business needs, and charitable giving programs.