Gagne Wealth Management Group Recognized by Forbes 

GREENFIELD — Gagne Wealth Management Group has been named to the Forbes 2025 Best-In-State Wealth Management Teams list, a prestigious recognition that highlights the top financial-advisory teams across the country.  

Since founding the firm 15 years ago, Merrill Gagne has built Gagne Wealth Management Group from the ground up, developing a client-centric approach that emphasizes goal-oriented financial planning, personalized investment strategies, and risk management. The firm is dedicated to creating customized portfolios tailored to each client’s aspirations, ethical values, and risk tolerance, ensuring a financial strategy that is both empowering and educational.  

“This recognition by Forbes 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.”  

Merrill, who now leads a team of financial advisors, has a history of industry accolades, including being named a Forbes Best-In-State Wealth Advisor last year, along with being featured on Forbes’ Top Next-Generation Wealth Advisors list. Earlier in his career, he was recognized as a top producer at Northwestern Mutual, achieving #1 in the Platinum category for the Eastern Region.  

Beyond his professional achievements, Gagne is 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 also a dedicated volunteer, donor, and weekly driver for Rachel’s Table, a major sponsor of the Children’s Advocacy Center. Additionally, he 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.”