Lauer Wealth Management is a leading financial advisory firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. With a wide range of services and a wealth of knowledge, Lauer Wealth Management strives to provide expert financial guidance to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Assesses clients’ financial situations and develops personalized strategies
- Offers a wide range of financial services, including investment management and retirement planning
- Tailors solutions to meet individual client needs and goals
- Provides ongoing support and guidance to ensure clients’ financial success
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Business consulting
Client Types
Lauer Wealth Management works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporate executives
- High net worth individuals
Fees & Compensation
Lauer Wealth Management operates on a fee-based model, meaning they receive compensation based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’ goals, as they are motivated to help their clients grow their investments.
Background
The founder and managing partner of Lauer Wealth Management, John Lauer, has over 20 years of experience in the financial industry. He holds a degree in Finance from a top university and has worked at various top investment firms before starting his own firm. Lauer Wealth Management prides itself on its integrity, transparency, and dedication to client success.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to be aware of any potential disclosures that may impact your decision. Here are a few disclosures to know about Lauer Wealth Management:
- No criminal or civil disclosures
- No regulatory actions taken against the firm
- No customer complaints or arbitrations
If you are seeking expert financial guidance to help you achieve your financial goals, Lauer Wealth Management is a top choice. With their experienced team, wide range of services, and commitment to client success, you can trust them to provide personalized and informed financial advice. Contact them today to learn more about how they can help you secure your financial future.