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Leave a positive impact for generations with a legacy giving plan. Our latest article explains how.
At Laurel Wealth Planning, we believe in celebrating the accomplishments of our exceptional team members who continually go above and beyond for our clients and community. Today, we proudly highlight Mallory Kretman’s recent recognition, a testament to her dedication, leadership, and impact in the wealth management field.
“Is there an AI bubble?” is a question I’ve been getting lately from clients. My answer is, “Yes, and it’s a good thing. It allows the technology to go down blind alleys and rabbit holes so that something new can be created.” Let’s look at technology history and how to invest during a time like this.
This Thanksgiving, we’re reflecting on what we’re most grateful for: the opportunity to serve our clients and our community.
Finishing out this year’s tax planning? Read our latest post to discover key year-end strategies.
Our team returned from ASCEND 2025 energized and ready to apply fresh insights to help you stay ahead. We’re always investing in new knowledge so you can make confident, informed financial decisions. Read about takeaways here.
The earlier you start planning, the easier building a financial future becomes. Discover indispensable financial tools for young people.
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!
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.