Laurel Wealth Planning History
LWP is an independent, boutique firm with over 20 years of experience serving clients. Here are some highlights along the journey as we’ve grown to become a team of nine serving more than 120 client groups.
Laura Kuntz founded Laurel Wealth Planning to give clients objective advice, distinct from a focus on proprietary products. She wanted the freedom to look at the complete financial picture and fit the right tools with the right job.
LWP was consistently serving about 50 client groups.
LWP hired a second wealth manager.
Laura was named to Raymond James’ Executive Council in recognition of her high level of professional performance.
Laura joined the faculty of the Family Law Institute, speaking on financial planning for divorcing individuals.
LWP was consistently serving about 100 client groups.
Laura was invited to the Barron’s Top Independent Women Advisors Summit. This invitation-only event brings together top women financial advisors from around the nation to discuss opportunities for our clients in the investment markets and finance and best practices for enhancing client advice and service.
Mallory joined the faculty of the Family Law Institute, speaking on financial planning for divorcing individuals.
LWP was consistently serving about 120 client groups.
LWP reached its current staffing level of nine people.