My journey is about working closely with each client to create custom financial strategies designed to provide empowerment. I believe in simplifying the financial aspect of my clients’ lives so they can focus on enjoying all that they’ve worked hard to achieve. My lifelong career in financial services has given me the opportunity to combine my passion for education with a commitment to helping people improve their financial situations. I am a business owner. In my free time, I enjoy spending time with my family and attending my children’s sporting events. I am also an avid skier and golfer.
LePage Financial Group is a comprehensive financial services firm located in the scenic community of Belchertown, Massachusetts. I founded the firm in 2001 in order to provide what I feel clients deserve – customized plans delivered by financial professionals they can trust. From high net-worth individuals and retirees to medical professionals and business owners, our dedicated and experienced team is equipped to fulfill the wealth management needs of every client.
Our process begins with a discussion about our client’s vision for the future. Once we understand their objectives and risk tolerance, we prioritize short- and long-term goals, develop investment and protection strategies, and periodically review progress. When life brings changes, we are here to offer insight and apply thoughtful solutions. The LePage Financial Group planning process focuses on five critical areas of active wealth management: exploration, analysis, recommendation, implementation, and active wealth management. Our process helps ensure the solutions we develop are tailored to our clients’ individual needs. We believe comprehensive solutions deliver the best results when they affirm the traditions, values, and long-term objectives of the client and their family.
We derive a great sense of joy and pride from helping clients find their own individual path toward their goals.
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Steven LePage, Founder and President – LePage Financial Group. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and LePage Insurance & Financial Services, Inc. are not affiliated.