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
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.
Tax Reduction Strategies
Pre & Post Divorce Planning
Dealing with the Loss of a Loved One
Retirement Planning
Estate Planning
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.