Lashley Wealth Management

Who We Are

At Lashley Wealth Management, we believe that financial strategies should be personal and tailored to meet the unique needs and goals of each individual or family. With over two decades of experience, our team of professionals has developed a holistic approach to wealth management, focusing on retirement income, family legacy, and estate planning strategies, as well as professional portfolio management, risk management, and wealth preservation.

Our Mission

Our mission is to provide a customized planning-based approach to formulate a long-term plan and solution to the financial goals of our clients. We achieve this through a collaborative process, working closely with each client to understand their unique needs, goals, and objectives. We believe that by taking a proactive and strategic approach to wealth management, we can help our clients achieve financial peace of mind and live their lives to the fullest.

Our Services

We offer a comprehensive range of services designed to help individuals and families achieve their financial objectives. These services include:

• Retirement Planning: We create personalized retirement plans tailored to meet the unique needs and goals of each client.
• Investment Management: Our experienced investment professionals manage client portfolios using a disciplined and prudent investment approach.
• Comprehensive Financial Planning: We provide comprehensive financial planning services, including tax planning, insurance planning, and estate planning.
• Risk Management: We identify and mitigate potential risks that could impact our clients' financial well-being.
• Wealth Preservation: We work to preserve our clients' wealth by implementing strategies designed to protect and grow their assets over time.

Our Team

At Lashley Wealth Management, our team is composed of experienced professionals who share a passion for helping individuals and families achieve their financial goals. Our team includes:

• Jeffrey R. Lashley, Managing Principal
• Emma K. Lashley, Operations Manager
• Madison G. Lashley, Marketing

Useful Resources

We believe that education is a key component of successful wealth management. That's why we provide a range of educational resources, including articles, videos, and calculators, to help our clients stay informed and empowered.