900 Cummings Center
At Corneau Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysis
We also can answer your questions, including:
Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. I am in the business of helping my clients address all their...
Client Service Advisor
When not at work, you will most always see Mia with her beloved dog, Teddy.
Although she loves a fresh-cooked meal and a night relaxing in front of a fire watching a movie with her family, Shannon Rein Trask is far from a homebody. Shannon and her husband, Gary, are the proud parents of two boys, Kyle (20) who...