I am dedicated to providing families
with a comprehensive formula to
BUILD THEIR FINANCIAL LEGACY.
I strive to be a trusted advisor
to our clients.
My primary focus as a wealth management firm is to provide an unbiased opinion to help drive long-term investment results. I specialize in building financial legacies, focusing on financial education, and delivering well-researched wealth management strategies.
Laurel Wealth Management, LLC (LWM) does this with the highest levels of trust, integrity, and respect. I am dedicated to professionally supporting, educating, and providing informed direction to each one of our clients. I am here to assist you in integrating your financial needs in an environment where client care is our top priority.
Where did the name "Laurel" come from?
Simple. Lori means "Laurel tree" and I thought it would be a perfect fit!
What makes LWM special?
Family Focused. The strongest relationship is family and we want to cultivate and grow that relationship. That is why our focus is on families and all of the aspects of building a lasting legacy.
Independent & Objective. We are an independent, registered investment advisor.
Ethical & Honest. Our objective is to provide an unquestioned level of professionalism and character that returns your trust and confidence. We are committed - personally and professionally - to providing service based on our high family values. Our objective is to cultivate a relationship with our clients that closely resembles a trusting family bond.
Proactive Communicator. Interaction is essential to furthering our relationship with clients and attaining their objectives. We provide in-person annual meetings, as well as unlimited access to our firm to participate in finding resolutions to any questions or issues that may arise.
Experience. The professional, educational, and business experience positions us to understand our clients’ needs, offer a complementary depth and breadth of industry and business know-how, and provide consistent investment services.
Educator. We will prove with our dedication and performance that you have actually bought confidence for yourself in the form of our professional financial services and guidance.
Partnerships. We look for the best people in different areas to help service you better.