For the team at Laurel Wealth Planning, the most rewarding part of the business is seeing our clients’ success and helping them grow. However, our financial advisors always appreciate recognition from reputable third-party organizations, and we’re proud to announce that our team has been recognized by InvestmentNews as a 5-Star Wealth Management Team. We’re especially proud of this accomplishment because it’s a prestigious recognition based on a comprehensive methodology—not a pay-to-play award.
Why It Matters
Many kinds of professional awards recognize individual excellence. However, the InvestmentNews 5-Star Wealth Management Team recognition is a team-focused award. When evaluating nominees, InvestmentNews focuses primarily on:
- The team’s understanding of client needs
- Contributions to individual clients and the industry as a whole
- Accomplishments and overall impact across the past 12 months
- Total assets under management and other team results
Although the Laurel Wealth Planning team is a small one, we leverage our considerable experience when helping clients meet their goals. Our eight-member team has more than 100 years of combined experience in the field. We are committed to providing a client-centered experience, and we maintain a 1:20 team-member-to-client ratio.
This collaborative approach allows us to support and uplift our clients while helping them see the results they deserve.
Why are we excited to share this accomplishment? We want clients and potential clients to understand that a personalized, collaborative approach to wealth management makes a difference. We win when our clients win, and we’re ready to help you tackle tax strategy, investment management, retirement planning, and any other financial goals you may have.
About Our Approach
Our team has seen firsthand that taking the time to understand each client leads to superior results. While each client’s financial plan is unique, we’ve developed our Laurel Wealth Harmony Process™, which is a six-step process that has helped our financial advisors forge lasting, successful relationships.
Financial Advisors Who Put Your Interests First
We keep our client ratio low so we can dedicate the time and energy you deserve to building your confident future. Whether you need assistance in a specific area or you want to take advantage of our full suite of wealth management services, Laurel Wealth Planning is here for you.
Ready to meet our team and start discussing your financial future? To schedule a complimentary meeting, contact us online or call (952) 854-6250. Find out whether our team has the right financial advisors for you based on your wants and needs.
About the Award: The 5-Star Wealth Management Teams award is compiled by InvestmentNews. The award recognizes outstanding financial advisory teams based on a combination of quantitative and qualitative criteria. The rating is determined through a third-party survey and data collection process designed to allow for balanced, unbiased feedback.
No compensation was provided by the firm in exchange for the award. Promotional packages were optional and offered separately after selections were finalized. The award is based on data collected over the 12 months prior to the date of publication.
InvestmentNews independently tabulated the results and publicly posted the full list at:
https://www.investmentnews.com/best-in-wealth/5-star-wealth-management-teams/260297
The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
The foregoing content reflects the opinions of Laurel Wealth Planning LLC and is subject to change at any time without notice. Content provided herein has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets, or developments mentioned. The content is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions, or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results.
Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
As a precautionary measure, we cannot rely on e-mail requests to authorize, direct, or affect the purchase or sale of any security, wire transfer, or to affect any other transactions. Such requests, orders, or other instructions sent via email should be confirmed verbally or by written instructions faxed to 952-854-6250 prior to their anticipated execution. We are unable to ensure that emails sent to you from us, or sent from you to us, will be received. Please contact us at 952-854-6250 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend that you compare any account reports from Laurel Wealth Planning LLC with the account statements from your custodian. Please notify us if you do not receive statements from your custodian on at least a quarterly basis. Our current disclosure brochures, Form ADV Part 2 and Form ADV Part 3, are available upon request and on our website, www.laurelwealthplanning.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Laurel Wealth Planning LLC (LWP) is an Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply any level of skill or training. LWP is a wealth management firm and does not practice law or accountancy. The information and material contained in this communication is confidential and intended for the recipient addressee named. If you are not the intended recipient, please delete the message and notify the sender immediately. The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Laurel Wealth Planning.
