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Welcome to Larsen Wealth Management


Fee Only Financial Planner and Wealth Manager

Who is our typical client when we say we specialize in irreplaceable capital?

In every case you are someone who is receiving or has received a large lump sum related to retirement, an inheritance, or possibly a divorce. You realize that there are many issues to consider.

Whether it is the most appropriate investment strategy for you, tax implications, income ideas, insurance and estate issues or possibly health events, you understand that people who plan statistically can do better than people who roll the dice. You want someone who will work with you through all of the potential issues, options and possible solutions in a consultative fashion without the feeling of a salesperson pushing products on you.

Independent Financial Advisor and Wealth Management Advice for People Throughout Georgia

Located in Cumming, GA., we provide financial planning services and advisor services to individuals and families throughout Georgia, including the communities of Dahlonega, Dawsonville, Cherokee, Suwanee, Buford, Gwinnett, Atlanta, Roswell, Alpharetta and Norcross and currently states such as Florida, North Carolina and New Jersey.

Roy Larsen, CFP®, a wealth manager, takes great pride in helping his clients;

  • plan, accumulate, and preserve their wealth
  • build a solid foundation and roadmap for their financial future
  • plan for transferring assets to future generations.

Unlike days of old where financial advisors maintained hundreds if not thousands of clients, Roy by choice works with a smaller intimate group of clients and personally serves each family in every state he is licensed in.

You seek someone who is knowledgeable, educated, experienced and credentialed. As an independent CERTIFIED FINANCIAL PLANNER™ professional, Roy has the freedom to offer non-biased financial advice and wealth management strategies that are appropriate for each of his clients.

For many investors, the more wealth you accumulate, the more options, obstacles and challenges you face. Roy has access to an automated system that leverages a comprensive wealth management tool called "The Journey". This solution not only helps you plan for the future but also tracks your progress, and is provided to our wealth management clients at no cost.

A Certified Financial Planner with the Experience You Need and the Integrity You Want

As a CERTIFIED FINANCIAL PLANNER™ professional and more than 12 years of financial advisor and investment management experience, families throughout Georgia have come to rely on Roy’s comprehensive wealth management knowledge, integrity and attention to detail in helping them plan the financial future.

But perhaps most important of all, the CERTIFIED FINANCIAL PLANNER™ designation means that Roy has made a professional commitment to always act in your best interest, as one of his financial planning clients. Not only will you have a clear plan for your financial well-being but you will have confidence knowing that it's based on your personal financial situation and goals.

Other services we provide include:

Wealth Management
Investment Management
Portfolio Review
Retirement Planning
Retirement Income Planning
Financial Planning
Estate Planning

To learn more about our Financial Consultant and Independent Management Services, and to arrange for a complimentary consultation, contact Larsen Wealth Management today at 678-456-8138.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and   in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

 

 

Notable & Quotable

“I find the greatest thing in this world is not so much where we stand, as in what direction we are moving. We must sail sometimes with the wind, sometimes against it—but we must sail, and not drift, nor lie at anchor.”

-Oliver Wendell Holmes.