Polson Bourbonniere Derby Wealth Management is a team of professionals dedicated to making investors' lives easier.
For more than twenty years, we have focused on taking the stress out of financial planning. We pride ourselves in providing our clients with individualized investment solutions that work.
for both retirees and pre-retirees
Risk Management and Insurance
Life, Critical Illness, Disability Income and Long Term Care
Income Tax Planning
Mortgage and Banking Alternatives
As an investor, you’re unique.
Your financial goals, current financial situation, and investment experiences and attitudes all contribute to your individual Investor Profile.
To help us better serve you and to allow us to establish your individual investor profile we have prepared an investment risk profile questionnaire. Your answers to this questionnaire will enable us to understand your personal investment preferences and circumstances in order to recommend a investment portfolio most suitable to your needs.