Wayne P. Proulx

Wayne P. Proulx

Investment Advisor Representative

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:
 
  •  Wealth Accumulation, Preservation and Distribution
  •   Protecting their family in the event of untimely death or     disability
  •  Protecting income and assets against potential long-term care expenses
  •  Creating a predictable, sustainable lifetime income in retirement
  •  Preserving their estate and legacy for future generations
  •  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
 
  •   Member of Hampden County Estate Planning and Pioneer Valley    Estate Planning          Councils            
  •   Board member of the nonprofit organization WillPower           Foundation
  •   BBA, Finance / Minor, Economics – University of Massachusetts,    Amherst
  •   FINRA Series 7, 24, 51, 6, 26, 63 and 66 Securities             Registrations
  •   Life, Accident & Health Insurance Licenses
 
Personal
  •   Married, proud father of two sons. 
  •   He and his family reside in Westfield, MA    
Phone 413-213-0748
Fax 413-213-1012