Generational Wealth Builder
The Laurel Wealth Planning team sees wealth as something to be directed with intention, not simply accumulated. Generational wealth planning connects your assets to your priorities today while positioning them to carry forward with clarity and purpose.
Our Approach
Wealth carries momentum. The decisions you make today influence how it grows, how it’s used, and what it becomes over time.
Our process starts by defining what that direction looks like for you, then building a strategy that supports it across every stage.
Structuring Wealth for the Next Generation
Generational wealth is shaped by how assets are structured, not just how they grow.
We focus on designing a framework that allows your wealth to move forward intentionally. That includes evaluating ownership structures, account alignment, and how different assets will be transferred over time.
Without this level of coordination, wealth can become difficult to manage, unclear in its purpose, or inefficient when passed on. We help bring structure to that complexity so your assets are positioned to support future generations with clarity and continuity.
Tax-Aware Planning
How wealth is structured matters, but when and how decisions are made can be just as impactful.
Taxes influence nearly every financial move, from investment changes to income distribution. Our role is to evaluate those decisions in real time, identifying opportunities to reduce unnecessary tax exposure while maintaining flexibility.
We review tax returns, assess projected income, and coordinate closely with your CPA and attorney to adjust strategies as conditions change. By planning across both high-tax and low-tax years, we manage your wealth with greater efficiency over time.
A Client’s Perspective on Generational Planning
They navigated me through my limited knowledge of financial planning and investing. They were patient and kind, as well as thoroughly professional. As the years have gone by, I have learned so much and am grateful for their diligence in managing my portfolio. They listen carefully to what your goals are and tailor their knowledge to your needs.
My funds weathered a divorce, the 2008 recession, and COVID due to the guidance and expertise of Laurel Wealth Planning. I am confident that I can retire comfortably.
Mallory Kretman has gone above and beyond in her efforts to help me gain financial security. She is at the ready with answers to any questions and is reliably prompt in helping to resolve any issues. I have grown to trust her instincts and knowledge implicitly.
As the years have passed and I have witnessed other firms’ failures to manage their clients, I am so grateful for having such a top-notch team guiding my financial future.
Beth M.
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.
Service Details
Long-Term and Real-Time Planning
Generational wealth planning requires a long-term perspective and the ability to respond in real time.
A strategy built only for the future can quickly fall out of alignment if not actively maintained. At the same time, decisions made in the moment can have lasting consequences if not viewed in a broader context.
Maintaining a clear, up-to-date view of your financial picture allows for better decisions today while keeping future outcomes in focus. As portfolios evolve, tax considerations shift, and market conditions change, opportunities can emerge (or disappear) quickly.
Ongoing planning provides the ability to adapt as those changes occur. Instead of relying on a one-time plan, your strategy continues to evolve alongside your life, helping you navigate decisions with greater understanding and consistency over time.
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Start Building Generational Wealth
Why Choose Laurel Wealth Planning?
Wealth management is about aligning your financial choices with your desired life. By integrating investment, tax, estate, and financial planning, we simplify your finances, offering clarity and confidence. Our high professional-to-client ratio ensures personalized care and strong relationships.
With decades of experience, we offer the personalized attention of a boutique firm and the resources of a larger organization. Our Investment Committee, with over 100 years of combined experience, crafts tailored strategies supported by advanced designations like CPA, PFS, and Masters in Taxation. We work as a team, upholding clear standards of care and values.
At Laurel Wealth Planning, we start by understanding what matters most to you through our trademarked process. We craft a personalized plan that evolves with your life, aligning every financial decision—investments, taxes, and gifting—into your broader vision, harmonizing your wealth with what’s most important to you.
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