Philip Poitras CFP®, RRC

Executive Financial Consultant

Philip Poitras, CFP® RRC, began his career at IG Wealth Management as a consultant in April 2008, and then transitioned to the associate consultant role with Lacey Private Wealth Management in 2010. In 2019, Phil became the principal consultant in the practice and continues the growth of the practice through collaboration with business owners, pre-retirees, retirees and professionals. He creates personalized plans and provides wealth management solutions that focus on creating wealth, protecting wealth and providing peace of mind.