Gagne Wealth Management Group has been named to the 2025 Best-In-State Wealth Management Teams list. This prestigious recognition highlights the top financial-advisory teams across the country. Merrill Gagne founded the firm 15 years ago and has built it from the ground up.
The firm has a client-centric approach that emphasizes goal-oriented financial planning, personalized investment strategies, and risk management. They create customized portfolios tailored to each client’s aspirations, ethical values, and risk tolerance. “Being named to the Best-In-State Wealth Management Teams list is an incredible honor and a reflection of the hard work and dedication of our entire team,” Gagne said.
“Our goal has always been to help our clients feel confident about their financial future by providing strategic guidance that aligns with their personal values and long-term objectives.”
Gagne, who now leads a team of financial advisors, has a history of industry accolades. He was named a Best-In-State Wealth Advisor last year and has been featured on the Top Next-Generation Wealth Advisors list.
Charleston firm earns Forbes honor
Earlier in his career, he was recognized as a top producer at Northwestern Mutual, achieving #1 in the Platinum category for the Eastern Region. Gagne is also deeply committed to his community. He is a driving force behind the Franklin County YMCA’s development committee and serves as a board member for the Greenfield Public Library Foundation.
He is a dedicated volunteer, donor, and weekly driver for Rachel’s Table, a major sponsor of the Children’s Advocacy Center. He also served as a project sponsor for Alternative Investments under Mila Sherman at the Isenberg School of Management at UMass Amherst. “Merrill’s influence extends far beyond financial planning,” said Jessye Deane, executive director of the Franklin County Chamber of Commerce.
“His dedication to our local community — through his work with the chamber, Franklin County’s YMCA, Greenfield Public Library Foundation, Rachel’s Table, Ja’Duke, youth sports leagues, and more — demonstrates his deep-rooted commitment to enhancing the quality of life in Franklin County. This recognition is a testament to his leadership in both business and philanthropy.”