As the year comes to a close, we want to take a moment to express our gratitude for being part of your journey. Whether you celebrate Hanukkah, Christmas, or...
Blog posts by Laurel Wealth Planning
Savvy Tax-Planning Strategies Before Year-End
Along with holiday preparations and celebration, it would be a great idea to set aside some time before year-end to review your 2024 tax situation with your...
Laurel Wealth Planning’s Charitable Giving Impact
The Laurel Wealth Planning (LWP) team believes that true wealth goes beyond material triumphs. True wealth includes a legacy that spans generations, a sense...
Celebrating 25 Years of Laurel Wealth Planning: A Night to Remember
As we reflect on the meaningful milestone of 25 years in business, we’re filled with gratitude for the clients and community members who joined us for an...
Reflecting on Gratitude and Giving: How We’re Supporting UNICEF This Season
As we reflect on all we’re thankful for this Thanksgiving, we are reminded of the importance of generosity. This year, Laurel Wealth Planning is donating...
Meet the LWP Leadership Team
Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
Q&A: Running a business with your spouse
As Tom Kuntz retires from LWP, we interviewed Tom and Laura about working closely together as a married couple.
Thank you for another successful NPH 5K
Nearly 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 16th annual Upper Midwest fundraiser.
Katie Then to lead LWP Client Service
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
LWP hires Natalie Nelson as Client Service Associate
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
Jesse Kuusisto promoted to wealth manager
Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
Top Women in Finance list includes Laura Kuntz
Congratulations to Laura Kuntz for being named one of this year’s Top Women in Finance in Minnesota. We believe the honor is well-deserved given Laura’s commitment to her clients and to other women in finance.
Questions to ask a wealth manager
When finding the right financial advisor for you, consider asking these 10 questions.
Group donation promotes financial planning industry diversity
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.