Larsen Wealth Management (LWM) is an independent, privately owned firm. All investment decisions are based upon your advisor's own philosophy and research and not passed down by any mutual fund company or brokerage firm. Therefore, only strategies and investments that would be most beneficial to the client are implemented.
Families and individuals with wealth have to deal with an array of complex and conflicting goals and decisions. We help solve these challenges by implementing the most effective, least complicated solutions available. Our personalized approach helps to answer the critical questions that come with wealth and ensures that each client's plan meets his or her specific needs.
At LWM, your advisor's mission is to enhance the quality of clients' lives by creating and implementing personal wealth strategies and managing investment portfolios. We view wealth management as the union of personalized financial planning and comprehensive, ongoing investment management.
We also work with our own network of outside experts to assure our clients that they can receive the same unbiased advice that we provide. This network includes: accountants, estate planners, lawyers, and insurance agents. Ensuring the continuity of one's eventual wealth transfer and making it work down through the generations is a worthwhile legacy to leave.
We take great pride in our independence and objectivity.
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