About Us

Marcotte Wealth Management is an independent firm specializing in retirement plan consulting and individual financial planning. Our goal is to provide premier retirement plan consulting services to Plan Sponsors and Trustees of qualified retirement plans. We also counsel individuals, providing them with the guidance and advice they need as they transition from the workplace into retirement.

Marcotte Wealth Management is a member of the Retirement Plan Advisory Group (RPAG), a nationwide network of dedicated retirement plan advisors. RPAG members are responsible for managing over 15,000 qualified plans, with over $50 billion in assets under management. Our goal is to provide plan sponsors with a comprehensive platform of services designed to protect their fiduciary responsibilities and enhance the participant experience.