A WEALTH OF KNOWLEDGE JAY GAGNE & GAGNE WEALTH MANAGEMENT GROUP’S CLIENT-FIRST APPROACH EARNS FORBES RECOGNITION From his office desk, Jay Gagne has floorto-ceiling window views of a large body of water outside his Castleton office location for Gagne Wealth Management Group.
He is referring to the group’s recent recognition by Forbes magazine’s SHOOK rankings as a top wealth advisor with a #16 “Best in State” ranking for Indiana. This is up from a #25 ranking in 2019, which Gagne says was a “shocking” move up in the state rankings.
Water has always reminded Jay of his youth growing up on northern Indiana’s Tippecanoe Lake and is, unsurprisingly, what grounds him and keeps him centered.
“Not only did we repeat, but we moved up,” he says. “I was very happy, but I didn’t know if I would even make the list two years in a row.”
Gagne, 50, spends his days doing financial planning and managing the personal investment assets of approximately 300 clients, which he takes very seriously and handles with great care and consideration. He describes his day as one filled with multi-faceted roles.
That is due to a complex assessment the firm underwent each year, such as assets under management, broker record, creative planning solutions for clients, staff interviews and, as Gagne proudly emphasizes, “a perfect service record. No reportable client complaints in 25 years.”
“This industry is hard, it’s not easy,” he says. “There are so many moving parts, things to know, and thus experience matters to a large degree. But when you grow to an elite level, you must be doing something right.”
Clients receive consistent contact, a rapid response to time-sensitive issues strategic financial planning implementation, and goal-monitored performance.
Writer / Shelly Sack Photographer / Brian Brosmer
SEPTEMBER 2020 12 / CARMEL MAGAZINE / SEPTEMBER 2020 / atCarmel.com
Gagne points to a humorous story that emphasizes creativity while serving clients. When his wife Tessa was in labor in 2017, he was very underdressed from his usual professional attire. He had a client who needed immediate attention, and his client conversation as a wealth advisor was overheard by the attending anesthesiologist. After a business card was requested and given, the next week Gagne promptly had a new client — and a week-old son, Conor. Wealth investment has its roots in Gagne’s
