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 $500,000.00. 

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
The acronym "RIA" stands for Registered Investment Advisor.  It is not a designation, credential, endorsement, membership organization, or award.  A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.  Registration is not an endorsement by the government, nor does it mean a government agency approves an advisor or reviews its qualifications.  Registration does not imply a certain level of skill or training, nor does it guarantee success or future performance.

To learn more about working with an independent RIA, visit www.riastandsforyou.com.  By clicking on this link, you will leave the website of Larsen Wealth Management, LLC  and will enter a third-party website managed by Charles Schwab & Co., Inc. ("Schwab") that provides educational content for investors.  This third-party site is not affiliated with Larsen Wealth, nor is Larsen Wealth responsible for its content. Larsen Wealth has made no judgment or warranty with respect to the accuracy, timeliness, completeness, or suitability of its content.  The link is provided by Larsen Wealth solely as a convenience to you, and your use of the site is at your own risk.  Larsen Wealth Management is independent from and not affiliated with Schwab; however, Larsen Wealth Management uses Schwab for custody, trading, and operational support.

Photos used under Creative Commons from moodboardphotography, tedeytan