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About LARSEN WEALTH MANAGEMENT, LLC
LARSEN WEALTH MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing expert financial advice and services to clients of all ages and backgrounds. With a team of highly experienced advisors, LARSEN WEALTH MANAGEMENT, LLC has been helping individuals and families achieve their financial goals for over 20 years.
How does the advisor help clients – Key Takeaways:
- Creates personalized and comprehensive financial strategies tailored to each client’s unique needs and goals
- Offers a wide range of financial services and solutions, including investment management, retirement planning, risk management, and more
- Empowers clients to make informed financial decisions through education and ongoing support
Facts and Insights:
LARSEN WEALTH MANAGEMENT, LLC is committed to providing transparent and reliable financial services to its clients. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered:
LARSEN WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. Some of the key services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance and Risk Management
- Tax Planning and Management
- Educational Planning and Funding
Client Types:
The team of advisors at LARSEN WEALTH MANAGEMENT, LLC is equipped to serve a wide range of clients, including:
- Individuals
- Families
- Business Owners
- Retirees
- High net-worth individuals
- And more
Fees & Compensation:
LARSEN WEALTH MANAGEMENT, LLC is a fee-only firm, which means the advisors are compensated through a transparent fee structure based on the assets under management. This ensures that the advisors’ interests are aligned with those of their clients, promoting a strong client-advisor relationship.
Background:
LARSEN WEALTH MANAGEMENT, LLC was founded in 2000 by John Larsen, a highly experienced and reputable financial advisor. With a team of dedicated and knowledgeable advisors, the firm has consistently delivered top-notch financial services and guidance to its clients for over 20 years.
Financial Advisor Disclosures to Know:
As a fiduciary, LARSEN WEALTH MANAGEMENT, LLC always puts the best interests of its clients first. To maintain transparency and uphold the highest ethical standards, the firm discloses any potential conflicts of interest and any material information that may impact their clients’ financial decisions.