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Our Financial Services

We often help people through a significant life transition such as retirement, divorce, or the loss of a loved one. We serve as a voice of reason to help you sort through financial decisions.

Because we help construct multi-faceted plans, we find that clients with $1.5 million or more in invested assets — or those rapidly accumulating toward that level — benefit the most from our experience.

Our team includes members with specialties, certifications, and degrees in taxation, investments, and personal financial planning. Our Investment Committee has more than 100 years of combined experience. This breadth and depth allows us to offer comprehensive services that include everything from day-to-day investment management to annual tax reduction plans to long-term strategies like trusts.

Our financial services include:

Investment Management

Investment Management

We create custom investment plans that use a wide range of asset classes and investment tools to balance risk, seek opportunity, and match your preferences.
Investment Management

Value Alignment

We build socially responsible investing and charitable giving into your financial plans in ways that match your values. Learn about our ESG Plus approach.

Investment Management

Tax Reduction Strategies

With a CPA at the helm, we take tax planning to a deeper level, customizing investment decisions to your personal tax situation. We use multiple strategies to enhance after-tax returns.
Investment Management

Pre & Post Divorce Planning

We help you move from uncertainty to confidence, control, and freedom.
Investment Management

Dealing with the Loss of a Loved One

We listen with compassion and move at your pace as you become the sole financial decision-maker.
Investment Management

Retirement Planning

We help you make choices that can lead to sustained financial independence and enjoyment.
Investment Management

Estate Planning

We tie estate planning into your overall plan to provide for people you love and support causes close to your heart.
Investment Management

College Accumulation Planning

We help you prepare for your children’s or grandchildren’s educational needs and aspirations.

Ready to Start?

Studies have shown that comprehensive financial and investment advice can provide a lot of incremental value. Learn more about options for getting started with Laurel Wealth Planning.

Start Your Wealth Planning Journey Today

We offer a no-cost phone, video or in-person consultation.

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