About Us
About Laurel Wealth Management
At Laurel Wealth Management we specialize in building financial legacies, through financial education, and delivering clear and practical wealth management strategies. Our process is very hands-on and collaborative. Together, we will work to identify and prioritize your goals, then I will take that information to build a strategy that is designed to meet those goals.
With a true passion for planning, I am dedicated to professionally supporting, educating and providing informed direction that is unique to each client. We believe that education, collaboration, and strategic financial plans can build financial confidence.
The Laurel Wealth Management Difference
Client and Family Focused. Building strong, family-like relationships with clients, going beyond financial goals to understand your lifestyle, family needs, and how money impacts your life. Our focus is on helping families create and sustain lasting legacies.
Ethical & Honest. Our objective is to provide an unquestioned level of professionalism and character that returns your confidence. We are committed - personally and professionally - to providing service based on our high family values. Our objective is to cultivate a relationship with clients that closely resembles a family bond.
Client Education. We believe that education is the key to financial confidence. We will guide you with patience and understanding so you can feel confident about your financial future.
Proactive Communication. Interaction is essential to furthering relationships with clients and attaining their objectives. With in-person annual meetings, as well as unlimited access to our practice to participate in finding resolutions to any questions or issues that may arise.
Experience. Our professional, educational, and business experience helps position us to understand our clients' needs, offer a strong understanding of the industry, and provide consistent customer services.
Client Focused. We work hard to cultivate a relationship with clients that closely resembles a family bond. We strive to provide unparalleled service that puts our clients' interests first.
How We Support You
Empowering Financial Futures. I recognize and understand the financial needs of women and I offer personalized strategies that help empower them to confidently manage and plan for their financial futures.
Divorce Financial Planning. Simplifying and demystifying the financial complexities of divorce while providing clear guidance and support to help you make informed decisions to safeguard your financial future.
Client Education. We believe that education is the key to financial confidence. With continued guidance, patience and understanding you can feel confident about your financial future. Our goal is to ensure that everyone, regardless of their gender, background, or experience, feels included, supported, and empowered to take control of their financial journey.
The Financial Planning Process
My approach to financial planning is consistent, purposeful, and continuous. We’ll begin with an initial meeting where we’ll get to know each other and get organized. Next, I’ll analyze your financial situation and build your financial plan. Then, with your assistance, we’ll put the recommendations in place. Finally, we’ll keep your financial plan on track with regular ongoing meetings.