|
|
|
We strive to exceed expectations by offering our clients a comprehensive array of tools and services to help them simplify, stay organized and feel more comfortable as they continue into new phases of their journey. Amazingly, we offer this complete package at fee levels at or below the National averages! It's why we say "Get More for Your Money" and compare our total package to those of our competitors.
The primary way we can offer so much is our lean and mean operation! Instead of having fancy offices and an expensive full time in-house staff, we have chosen to outsource virtually everything. It has resulted in relationships with best of breed services throughout the country, and has allowed us to offer more and more throughout the years. Also, as an independent, there is no mother ship or shareholders requiring a certain profit level and potentially, limiting what we are able to spend on technology and services.
The primary way we can offer so much is our lean and mean operation! Instead of having fancy offices and an expensive full time in-house staff, we have chosen to outsource virtually everything. It has resulted in relationships with best of breed services throughout the country, and has allowed us to offer more and more throughout the years. Also, as an independent, there is no mother ship or shareholders requiring a certain profit level and potentially, limiting what we are able to spend on technology and services.
Our Team:
|
|
Roy Larsen, CFP®, AAMS® |
|
President and CCORoy is President and Chief Compliance Officer. He is also a Certified Financial Planner™ practitioner, Accredited Asset Management Specialist® and a Fee-Only, fiduciary. Roy lives and breathes the firm's tagline, "Our Family, Your Family, Period." As such he chooses to personally work and understand each families unique goals and needs regardless of the state they live in. He is very proud of the personal relationships and close friendships that have developed over the years. He has no desire to form large investment teams or build a mega firm which would reduce that intimate service, access and time all of his clients enjoy. Roy's complete biography can be found here: Biography |
Jeanne Puddington
Client Relations Specialist
Jeanne has over 25 years of experience serving clientele with precision and excellence, having worked as a para planner in the financial services industry as well as a paralegal in the legal field. Jeanne not only is the "glue" that keeps everything running smoothly for our clients, she also serves as liaison to all of our technology partners, ensuring clients get the best experience possible.
Jeanne graduated with honors from West Virginia Wesleyan College with a dual degree in Business Management and Psychology. During their 35+ years of marriage, she and her husband, Jim, have resided in upstate New York, Wisconsin, New Jersey and have called Gainesville, Georgia home since 2013. They have raised three sons: an attorney, a horticulturist and one still finding his niche!
In her spare time, Jeanne has enjoyed directing multiple choirs and dramas, and continues her love of singing with the Voices of North Georgia. Jeanne also finds delight in gardening, yoga, her animals, visiting wineries and cheering on her beloved Green Bay Packers!
Jeanne graduated with honors from West Virginia Wesleyan College with a dual degree in Business Management and Psychology. During their 35+ years of marriage, she and her husband, Jim, have resided in upstate New York, Wisconsin, New Jersey and have called Gainesville, Georgia home since 2013. They have raised three sons: an attorney, a horticulturist and one still finding his niche!
In her spare time, Jeanne has enjoyed directing multiple choirs and dramas, and continues her love of singing with the Voices of North Georgia. Jeanne also finds delight in gardening, yoga, her animals, visiting wineries and cheering on her beloved Green Bay Packers!
The Rest of Our Team!
Instead of employing a large in-house team of individuals assigned various tasks, we have opted instead to partner with best in breed third parties to assist the firm with technology, support and guidance. This has allowed us to stay lean and mean which has resulted in an amazing package of services and tools we can offer to our clients for the same cost as many charge for a fraction of the services.
Larsen Wealth Management Core Service Team
|
Charles Schwab devotes a dedicated service team to our firm. In addition to serving as our custodian and holding all client assets, they also handle and assist on all administrative functions including but not limited to money movement, trading, online account access, statements, account openings and transfers. Charles Schwab also serves as one of our research partners. |
Compliance
|
Although I serve as Chief Compliance Officer, I am supported fully by Advanced Redulatory Compliance in Beverly Hills, California. They handle the filing of our State registrations and ADR's. They also have created all of our firm's advisory contracts, privacy policies, code of ethics, policies and procedures and business continuity plan. |
Portfolio Risk Assessment and Management
|
Our portfolio risk management is provided primarily by Riskalyze based in Sacramento. Their state of the art software based on a Nobel prize winning study not only helps our clients determine their true comfort level, it also helps us track the risk level over time as conditions and investments change |
Client Performance Reporting and Billing
|
Morningstar out of Chicago provides best of breed software and support to produce detailed client performance reports and billing invoices each quarter. They are also one of our research partners. |
Financial Planning and Personal Client Websites
|
Right Capital provides the software and support for a primary financial planning tools. They also provide our clients with personal websites which include account aggregators and secure document vaults. |
Tax Planning
|
Tax Clarity provides our firm with additional tax planning capabilities that allow us to uncover additional opportunities to reduce Ordinary Income as well as Long Term Capital Gain taxes. |
Estate Planning Documents
Helios provides our clients a low cost way to quickly and easily create all of the estate planning documents, including a family trust.
