Wes Cote, Financial Advisor

Focus Areas

  • Employee stock options
  • Retirement income strategies
  • Wealth strategies
  • Retirement savings strategies

About Wes

My first job was as a runner at a brokerage house. It was 1987, the year of the stock market crash. What an eye opener! I knew the ever-changing markets were not only something I found fascinating but also something I could help others navigate. The big learning, which I have shared with clients for 20 years as a financial advisor, is this: "You can't control your environment. You can only control your circumstances."

As I connect with clients and learn about what they value, I can build personalized strategies to help realize their short-, medium- and long-term goals. We talk...

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