Wayne A Lagasse
Wayne A Lagasse
Vice President - Wealth Management
(401) 596-7000 Ext. 2112

122 Granite St
Westerly, RI 02891
Mon - Wed 9:00 - 4:00, Thur 9:00 - 5:00 and Fri 9:00 - 6:00
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My Background

As a trusted partner of Westerly Community Credit Union I have a strong history of working with credit union members, their family and their friends. Over the last 11 years, I've developed deep, consultative relationships with my clients and helped them make sound financial decisions consistent with their risk tolerance, investment time-line and goals. Working together, we create a customized plan to help achieve three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in depth estate planning, for which I have undergone advanced training in order to accommodate.

In today's fast paced world, many people do not have the time, energy, or desire to do adequate research, monitoring and management of their investments. Additionally, when your net worth reaches a certain level (generally $100,000 or more), your needs become more complex and often require a higher level of service. A personalized management approach to your portfolio may be the right choice for you. Here's a sampling of what you receive when you choose professional management of your investments:

  • Access to institutional investment professionals
  • Enhanced diversification options
  • Asset-based fees rather than commission-based
  • Timely, action-oriented management of your wealth
  • Access to expert trust services and estate planning

If you'd like to your portfolio to have the special attention your investments deserve, then let's get together and discuss your unique situation and your options.

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

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Professional Services
  • Retirement Planning
  • Insurance Planning
  • General Investment Management
  • 401(k) Planning
  • Long Term Care Insurance
  • Education Funding