Thank you for taking time to visit Tactical Wealth Advisory.
We hope you enjoy this “sneak peek” into our wealth management practice. Our approach resembles that of a Multi Family Office-we operate as a team, utilizing both internal and external professionals who act in concert towards helping you realize your goals. We encourage you to schedule a no obligation introductory call or virtual meeting to experience a comprehensive introduction to our wealth management practice and to see the potential advantages of having a team of seasoned, credentialed professionals working for you and with you. In the meantime, enjoy your time on our website and we look forward to hearing from you.
Stephen Duquette, B.Sc., B.Ed., CIM
Portfolio Manager, Tactical Wealth Advisor
What Our Clients Say
“Stephen’s investment process is very disciplined. It’s clear he does his due diligence, which is one of the reasons we’re so confident that we’re on track to retirement.
- Joseph and Shelley G.
Pharmacists
Beyond all the value they’ve provided me financially, I very much appreciate the personal side of working with Steve and his team. I hear from them regularly, and if I ever need anything it’s always easy to reach them. It’s been a convenient, rewarding and enjoyable experience.
- Susie L.
Retired
We’ve been working with Stephen for many years, and he has always made time for us — whether it’s a phone call or an email or a face-to-face meeting. He and his team walk us through through everything and they do a great job of keeping us informed.
- Richard and Veronica V.
Farm Owners, Retired