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Professional Profile

Wayne has provided financial and wealth management advice and services to successful individuals, families and businesses for over 20 years. He began his career in financial services as a personal producer in 1995 with First Investors Corporation. In 2001, he was promoted to Assistant Division Manager, while at that same time maintaining top producer status.

Based on his success, Wayne was quickly promoted to Division Manager.  In 2004, he assumed responsibility for business development and successfully recruited, trained and mentored new financial advisors to the firm. In 2009, Wayne joined AspenCross Financial Group’s Personal Wealth Management Team as a Regional Vice President. In 2014, Wayne co-founded Odyssey Wealth Management Group, LLC with fellow advisors, Francis LaMothe and Robin Marble.


Practice Focus

A specialist in the area of retirement and wealth management strategies, Wayne’s financial practice focuses on helping his clients develop and implement comprehensive retirement income and integrated wealth management strategies designed to meet their specific goals-based objectives and needs, including, but not limited to the following:

Ø  Wealth Accumulation, Preservation and Distribution
Ø  Protecting their family in the event of untimely death or disability
Ø  Protecting income and assets against potential long-term care expenses
Ø  Creating a predictable, sustainable lifetime income in retirement
Ø  Preserving their estate and legacy for future generations
Ø  Business Owner & Executive Retirement Plans
 
At the heart of Wayne’s practice-building philosophy, is a passion to build enduring client relationships through his commitment to the achievement of his clients’ personal goals, insightful guidance and exceptional service.

Credentials & Professional Associations

Ø  Member of Hampden County Estate Planning and Pioneer Valley Estate Planning        Councils            
Ø  Board member of the nonprofit organization WillPower Foundation
Ø  BBA, Finance / Minor, Economics – University of Massachusetts, Amherst
Ø  FINRA Series 7, 24, 51, 6, 26, 63 and 66 Securities Registrations
Ø  Life, Accident & Health Insurance Licenses

Personal

Ø  Married, proud father of two sons. 
Ø  He and his family reside in Westfield, MA     


                  

 Wayne P. Proulx

Investment Advisor  Representative

175 State Street, Suite 2B 
Belchertown, MA 01007


Phone: (413) 213-0748
    Fax: (413) 213-1012


wproulx@odysseywealthmgt.com


Professional Specialties


Ø Wealth Management  

Ø Retirement Solutions  

Ø Insurance and            
Risk Management
    
Ø Business Planning      
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 Securities, Insurance and Investment Advisory Services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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