Larsen Wealth Management

Larsen Wealth Management (LWM) is an independent, privately owned firm providing financial planning and investment advisory services. Our firm is dedicated to delivering personalized solutions tailored to the unique needs of families and individuals with wealth. We understand the complex and often conflicting challenges that come with wealth management, and we are committed to implementing the most effective and uncomplicated strategies available. Our independence and objectivity allow us to put our clients' interests first, ensuring that all investment decisions are based on sound research and the pursuit of the best possible outcomes.

Our Services

At Larsen Wealth Management, we offer a comprehensive suite of financial planning and investment advisory services, designed to help our clients achieve their financial goals. Our services include:

• Investment Philosophy: Our investment philosophy is built on a foundation of thorough research, careful analysis, and a deep understanding of our clients' unique goals and circumstances. We believe in creating diversified portfolios that are aligned with our clients' risk tolerance, time horizon, and return objectives. Our strategic asset allocation approach combines active and passive management techniques designed to optimize returns and manage risk.
• Financial Planning: We work closely with our clients to develop customized financial plans that reflect their values, goals, and concerns. Our financial planning process begins with a thorough assessment of our clients' current financial situation, including income, expenses, assets, and liabilities. Once we have a clear understanding of our clients' financial landscape, we work with them to establish their short-term and long-term financial goals, and to create a plan that outlines the specific steps needed to achieve them.
• Who We Serve: Our clients include families and individuals who value professional guidance in managing their wealth, are committed to working collaboratively with us, and appreciate transparent and clear communication. We work with a diverse range of clients, from young professionals just starting to build their wealth to retirees seeking to manage their assets and ensure their financial security.

Meet the Team

Our team of experienced financial professionals is dedicated to providing our clients with the highest level of service and expertise. Our advisors hold the prestigious CFP certification, demonstrating their commitment to upholding the rigorous ethical and professional standards of the Certified Financial Planner Board of Standards. Our team includes:

• Kayle Larsen, CFP: With over 30 years of experience in financial planning and investment management, Kayle serves as the founder and president of Larsen Wealth Management. He has been instrumental in the growth and success of the firm, and remains steadfastly committed to helping our clients achieve their financial goals.
• Michael Haskins, CFP: Michael joined Larsen Wealth Management in 2007, and quickly established himself as an invaluable member of our team. With over 15 years of experience in financial planning and investment management, Michael is dedicated to providing objective advice and highly personalized service to our clients.
• Dalton Henley, CFP: Dalton joined Larsen Wealth Management in 2018, and has rapidly become a key contributor to our team's success. With a passion for financial planning and a commitment to excellence, Dalton is dedicated to building strong relationships with our clients and helping them achieve their financial aspirations.

Our Process

At Larsen Wealth Management, we are committed to delivering exceptional service and unparalleled expertise. Our financial planning process is designed to help our clients achieve their financial goals by coordinating and managing today's financial decisions. Our wealth management process includes:

• Assessment: We begin by gaining a thorough understanding of your current financial situation, goals, and concerns
• Planning: We work collaboratively with you to create a customized financial plan that reflects your values, goals, and unique circumstances
• Implementation: We implement your financial plan, carefully selecting and managing investment strategies and products that are aligned with your objectives and risk tolerance
• Review and Update: We regularly review and update your financial plan, ensuring that it remains aligned with your goals and evolving circumstances

At Larsen Wealth Management, we are committed to delivering the highest level of service and expertise to our clients. Contact us today to learn how we can help you achieve your financial aspirations.