Call us at 678-456-8138                  
  

 

 

 

 

 

 

 

 

 

 

                                                                                        

 

 

 

About Us




What does it mean when we say "We specialize in irreplaceable capital"? Quite simply, we solve every issue surrounding the protection of a large lump sum.

 

           

 

 Larsen Wealth Management Comprehensive Client Value Package:

  • Very competitive fees
  • Complimentary Wealth Vision tool- Paid for by Larsen Wealth Management, this integrated solution is designed to consolidate all of your accounts, assets and information into one secure location. All balances are updated nightly based on information from your various financial institutions and feeds into multiple reports than will allow you to monitor every phase of your life.
  • Complimentary IDOC tool- Copies of your wiils, trusts, tax returns, deeds to your house, insurance policies and beneficiary designations can be uploaded to a secure online depository, safely encrypted but instantly available from anywhere. Use of tool plus all storage fees are paid for by Larsen Wealth Management.
  • Beneficiary Tracking Service- Larsen Wealth Management will document and review all insurance and IRA beneficiary designations on a periodic basis.
  • "I love you letter" - We will provide you with a template to inventory every data point and contact in the event loved ones need to access information on your behalf. 
  • Service Schedule in Writing- Customized to your preferences
  • Investment Policy Statement 

 

Meet Roy Larsen.

 

the suit magazine

Roy featured in "The Suit Magazine"

 

 cfp

paladin

 

 

 

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.