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Planning

Through Aaron Sevigny’s affiliation with United Planners’ his focus is on creating comprehensive financial plans which allow clients to feel secure and confident in their decisions.

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Strategy

Aaron Sevigny works diligently to educate clients about portfolio diversification and investment options, offering tactical advice to deliver the best opportunities for financial success.

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Management

Aaron Sevigny assists in the implementation of clients’ needs for a seamless, active and enjoyable experience in today’s challenging and ever-changing financial environment.

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Helping you Navigate Today’s Financial Environment

The grass can be greener with planning and action. Aaron Sevigny, President & CEO of Acadia Wealth Management, LLC, through his affiliation with United Planners’*, seeks to deliver the best opportunities for you to thrive, regardless of market conditions. He customizes your financial plan to meet your needs on your terms. Years of experience in the financial services industry have helped Aaron to understand that individuals face unique challenges as they navigate today’s financial environment. Aaron strives to take the mystery out of preparing for today and tomorrow.

Whether your goal is retirement, reducing tax liabilities, growing your assets or preserving your nest egg, the personalized platforms of service used at Acadia Wealth Management focus on your needs, wants, financial goals and objectives. We can help you and your family address your immediate needs and for many years to come. We look forward to working with you though all stages of your life.

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Six Most Overlooked Tax Deductions

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The Cost of Procrastination

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Assess how many days you'll work to pay your federal tax liability.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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