who we are
Meet the LWP Team
Laurel Wealth Planning Values
Client Care First
Client care is the foundation of all the work that we do. We listen for the heart of the matter, lead with empathy, and act in our clients’ best interests—always.
Honor
The laurel wreath in our logo is a symbol of honor. We do the right things for the right reasons.
Count on Us
Our clients trust us because we deliver quality work with consistency and care. We uphold reliability by offering precision, following through on commitments, and seeing every task through to completion.
Beyond Expected
Enhancing our clients’ experience with us drives us to go beyond expectations. We improve processes, deliver exceptional service, and elevate outcomes.
Succeed Together
Collaboration is key to our success. By being accountable, offering constructive honesty, and fostering mutually beneficial solutions, we create outcomes that benefit both our clients and our team.
Our Passion
It’s all about YOU. We’re here to empower your dreams, foster lasting connections, and ensure your journey is built on trust and assurance.
Our Mission
More than just financial advice, we’re your steadfast companions, guiding you through every financial opportunity with wisdom and clarity. Your confidence is our ultimate goal.
Our Commitment to Inclusion & Diversity
Inclusion & diversity are foundational to our values. We are facilitators, helping clients live the life they want to live, along any chosen path. While we specialize in women decision-makers, our client base is diverse in many ways. We also actively seek employees with a wide range of backgrounds.
Laurel Wealth Planning History
LWP is an independent, boutique firm with 25 years of experience serving clients. Here are some highlights along the journey as we’ve grown to become a team serving more than 140 client groups. Also see our firm recognitions throughout the years.
Our Awards
Five Star Wealth Manager
Best Financial Advisors in Minneapolis
Top Women in Finance
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.
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