Laurel Wealth Advisors
Wealth Services for Global Investors

At LWA, attending to our clients with consideration, objectivity and commitment is vital. We maintain direct contact, extend exceptional administrative support, and always make principled decisions on their behalf.

Comprehensive Financial Planning: We offer customized and comprehensive plans using sophisticated software along with a diligent review of assets and liabilities to clearly assess current and future needs. 

Asset Management: Our experienced advisors utilize diversified portfolio management strategies to maximize performance, with an emphasis on capital preservation, tailored to match our clients’ distinct goals and objectives.

Retirement and Education Planning:  We conduct a personalized evaluation of educational and retirement goals while incorporating both traditional and non-traditional strategies to achieve them.

Estate and Trust Planning: We identify and implement tax-advantaged wealth transfer strategies. With our extensive network of experts, we assist in identifying suitable trusts to ensure maximum wealth transfer and protection.

Corporate Executive Services:  Experienced advisors can assist with the complexities of selling, leveraging or hedging restricted securities. We can help with the establishment of, or conduct a review of, existing 401K and other corporate retirement plans.

Charitable Giving and Legacy Planning:  Through a private foundation, trust, or charitable giving, LWA can help structure and manage your philanthropic giving to create a flexible and tax-efficient legacy for future generations.

Tax and Income Planning Strategies:  Minimizing taxes and maximizing growth is a challenge in today’s volatile markets. We seek to achieve a proper balance by seeking tax-advantaged investments that are both appropriate and suitable for our clients.

Risk Management Analysis:  Protecting and preserving accumulated wealth requires a thorough review of your current coverage to identify and fill gaps.

Protection & Safety: Click here to download PDF.