Who We Serve:

Larsen Wealth Management represents a diverse mix of individuals, families, and small business owners who:

• Are primarily 50 years of age or older
• Recognize the important role that professional guidance and a comprehensive wealth management strategy plays in the pursuit of financial stability and independence
• Appreciate the additional time and freedom professional management provides to pursue their own passions in life from focusing on business and family, to spending more time on volunteer and leisure activities
• Have investment assets with Larsen Wealth Management in excess of $750,000.00. 

Clients who benefit most from our services share most of the following qualities:

• Successful in various aspects of their lives
• Friendly, reasonable and open-minded 
• Do not take a short term view on investing and are coach-able 
• Focus on quality of life
• Take an active interest in the lives of their children and/or grandchildren
• Enjoy giving back to their communities or causes

Our Clients Require:

• An experienced Certified Financial Planner™ practitioner
• Honesty and a clean compliance record
• Conflict free consultative advice and counseling
• Access to unbiased research and non-proprietary products
• Service, communication and value