About Todd Piquette

With over 20 years of experience and more than 500 clients served, Todd Piquette is a dedicated Wealth Advisor specializing in high-net-worth individuals and small business owners. Todd's approach is rooted in integrity, personalized advice, and a commitment to long-term success.

My Story & Philosophy

My journey into wealth management began with a passion for helping others achieve their financial dreams. I believe in tailored financial planning exclusive for you—no obligation, just honest advice. As a great listener, I strive to understand your unique goals and think outside the box to help you achieve them. Like running marathons, I go the distance for my clients, working hard to ensure their financial success.

Todd Piquette

Credentials & Experience

  • 20+ years of experience in wealth management
  • 500+ clients served
  • Specialist in high-net-worth individuals
  • Wealth Advisor (not Investment Planner)
  • Investment Representative
  • Licensed to sell mutual funds, critical illness insurance, and living benefits
  • Certified MFDA (Mutual Funds Dealer Association)

Mission & Values

My mission is to provide integrity, personalized advice, and a commitment to your long-term financial success. I am dedicated to helping you achieve your goals—there's nothing better than seeing my clients succeed.