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Want to make a difference through a charitable legacy? Our latest blog takes you through building a multigenerational giving plan.
Are you ready for Medicare open enrollment? Read our latest post to discover important changes and considerations for 2026.
Stay informed with Laurel Wealth Planning’s Flash Investment Update for September 30, 2025—insights on market trends to guide your financial decisions.
This annual conference brings together family law attorneys, financial advisors, mental health professionals, and mediators, all working toward the same goal: better outcomes for families navigating divorce.
The Laurel Wealth Planning team is committed to client success—and InvestmentNews has noticed. Celebrate our latest award with us!
Stay informed with Laurel Wealth Planning’s Flash Investment Update for August 29, 2025—insights on market trends to guide your financial decisions.
Investing isn’t one-size-fits-all, especially for women. Women face unique challenges that demand tailored financial strategies. In this post, we explore tips for investing for women.
Leaving work behind? Make the most of your next chapter with these four smart retirement planning steps.
Renewable energy isn’t going away, even in today’s charged social climate. Learn how the green transition could boost your portfolio.
Hoping to keep your lifestyle after you retire? Read our latest article about how to plan for retirement to maintain the lifestyle you want.
We’re thrilled to unveil our new website — a modern reflection of who we are today — and to officially introduce the Laurel Wealth Harmony™ process.
Hear What Our Clients Say:
"We are honored to be recognized for the care we give our clients and the standards we hold ourselves to. There is nothing more important to us than helping our clients meet their financial goals."
Laura Kuntz, Senior Wealth Manager and CEO
The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.