A Passion for Building Your Family's Financial Legacy

A Passion for Planning

Our team is focused on helping our clients achieve their goals with strategies that are unique to them.  We understand that Financial Planning can a appear complicated.  At Laurel Wealth Management we work together to identify and prioritize your goals. We will guide you through the process with patience and understanding so you can feel confident about your financial future.


What We Do

Wealth Management  |  Investment Services  |  Insurance 

 Retirement Planning | Estate Planning  |  Financial Education


Your Story is Unique

We love learning your story and we enjoy the analysis and research required to create a plan that is customized to your needs.  Our team will discuss your priorities and passions beore presenting a solution.  When we meet for the first time we talk about your goals, risk tolerance, family, and legacy aspirations.  Then, we take that information to build a strategy that is as unique as you are. 


Our Financial Planning Process

Where are you now?

We spend time getting to know you and your current financial situation.

Where do you want to be?

We work together to identify and prioritize your goals.

How will we get there?

A personalized Financial Plan will provide the "How".



Let's Work Together To Build Your Legacy


Get in Touch with Me!