LARSEN WEALTH MANAGEMENT
  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Blog
  • Contact
  • Client Access Portals

Client Access Portals

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LWM Family Wealth Map (Right Capital)
  • Financial Plan Tracking
  • Global Account Aggregation
  • Secure Document Vault

Wealth Map Login

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Morningstar Vault
  • Quarterly Billing Statement
  • Quarterly Performance Report

Morningstar Login

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Charles Schwab & Co., Inc (Custodian)
  • Statement and Tax document access
  • Detailed transaction access

Charles Schwab Login

Topical Newsletters

Quarterly Market Commentary

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Business Owners and Executives

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Economic and Investing

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Pre-retirement

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Tax Planning

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Balancing the Present and the Future

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LGBTQ Financial Insights

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Financial Planning

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Retiree Lifestyle

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Family & Finance for Women

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Personal Finance

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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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Photo used under Creative Commons from Richard Elzey
  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Blog
  • Contact
  • Client Access Portals