The Jerry Letourneau Group

About Jerry

Jerry started in the life insurance industry in 1982 and moved to focus on financial and retirement planning for affluent clients by 1992. He focused on his client’s needs and would not bring forward any product to a specific client until he had complete knowledge as to what suited them best. He realized that people have their own work, business, family, and personal lives they need tending to, and that he could be integral in helping them with their specific goals. By understanding each client’s specific needs and goals, Jerry formulates solid financial plans for them as it relates to their comprehensive financial and estate planning matters. Proficiency is the utmost important task and clients need it done correctly. To be successful, you need to be easily reached and Jerry is always available to help clients with their needs.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.