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2153 Chuckwagon Road, Suite 202, Colorado Springs, CO 80919

719-694-8968
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Who We Are

About Us

At LaLonde & Gillin Wealth Management Solutions, we are dedicated to helping our clients pursue their financial goals and live the lifestyle they've always envisioned. With a combined experience of over three decades in the financial services industry, our team brings a wealth of knowledge and expertise to every client interaction. We specifically enjoy working with multi-generational families, busy parents and professionals, current and former military, and retirees.

Our Approach

We believe that each client is unique, with their own set of financial goals, timelines, and risk tolerances. That's why we take a tailored approach to wealth management, developing comprehensive plans that are as individual as our clients themselves. Our process begins with a deep understanding of your financial situation and aspirations, followed by the creation of a personalized roadmap designed to help you pursue your dreams. 

Our Team

Dave LaLonde, Founder & Financial Director

With over two decades of experience in the financial services industry, Dave brings extensive knowledge and expertise to his role. He specializes in Generational Wealth Management, catering to the unique planning needs of high-net-worth individuals and their families. Dave is also a certified Long-term Care Planner. A crucial part of his financial planning process involves identifying potential pitfalls, which he refers to as "financial trainwrecks." Once these risks are identified, they are addressed and mitigated. Dave's dedication to his clients and passion for helping them pursue financial independence have earned him the trust and confidence needed to serve the unique needs of his clients.

Nicole Gillin, Client Relations Manager

Nicole brings a unique blend of international perspective and client-focused expertise to her role, with a background in customer service, education, and teleconferencing services. Her multilingual skills in French, Italian, and Spanish enable her to connect with a diverse range of clients on a deeper level. Nicole is passionate about building meaningful relationships with clients and helping them seek to grow their financial potential.

Our Commitment

At LaLonde & Gillin Wealth Management Solutions, we are committed to placing the needs of our clients first. We strive to develop a clear and consistent investment philosophy, building trust and confidence with our clients through open communication, personalized service, and a genuine concern for their financial well-being.

Join us on the journey to financial independence. Let's grow together.

LaLonde & Gillin Wealth Management Solutions

Your Partners in Prosperity

Our Wealth Management Services

Our Wealth Management Services

We offer a wide range of wealth management services, including:

Insurance and Risk Management: Identifying and mitigating potential risks to safeguard your financial future.

Wealth Management: We construct plans matched to our client's specific goals, objectives, and risk tolerance.

Investment Management: We customize portfolios to preserve and manage your wealth.

Financial Planning: Comprehensive and Advanced strategies tailored to your unique needs and goals

Retirement Planning: Strategy to help you enjoy the retirement lifestyle you've always wanted.

Tax Planning: Tailored strategy to help reduce your annual taxes and estate tax liabilities for your heirs and future generations.

Estate Planning: Strategies to ensure that your assets are distributed to your beneficiaries in a way that seeks to minimizes taxes and other legal impacts. 

College Tuition Planning: Whether you are just starting to save or are in the midst of the college application process, we are here to provide the guidance and support you need to make informed decisions and manage a bright future for your children.