Kristen Leclair, as Co-Founder of 994 Group, brings a wealth of experience and a deep commitment to enhancing the financial well-being of families and individuals. With a robust background in the financial services industry, Kristen has honed her expertise in wealth management, investment advisory, and...
Kristen Leclair, as Co-Founder of 994 Group, brings a wealth of experience and a deep commitment to enhancing the financial well-being of families and individuals. With a robust background in the financial services industry, Kristen has honed her expertise in wealth management, investment advisory, and retirement planning, allowing her to guide clients through the complexities of financial decision-making. At 994 Group, she leads key initiatives that empower clients to navigate life's transitions—be it marriage, starting a new business, or welcoming a child—by aligning their financial strategies with their personal goals and values.
Under her leadership, 994 Group has developed a holistic approach to asset management, emphasizing the importance of understanding each client's unique journey. Kristen believes that the richness of life’s experiences is the ultimate measure of success, and she strives to create tailored financial plans that reflect this philosophy. Her strategic vision and strong leadership skills have been instrumental in fostering a culture of trust and collaboration within the firm, ensuring that every team member is equipped to provide exceptional service.
Kristen's dedication to her clients is matched by her commitment to continuous professional development. She holds a Series 63 license and actively engages in industry trends, ensuring that 994 Group remains at the forefront of innovative financial solutions. Through her work, Kristen Leclair not only helps clients achieve their financial aspirations but also enriches their lives by empowering them to embrace the joys and challenges that come with each stage of their journey.
