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 strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk 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.


DawnMarie Corneau, AIF®

(978) 299-3035

(978) 299-3036

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...

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Jasmine Hamilton

Marketing Consultant

Jasmine Hamilton handles all digital marketing initiatives for Corneau Wealth Management. She is an employee of LPL Financial and is part of the Marketing Solutions program.She was born in Chicago, IL and was primarily raised in...
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Shannon Rein Trask

Relationship Manager

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...

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