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

Larsen Wealth Management

"Our Family, Your Family, PERIOD"
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Who We Serve:

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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
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Our Clients Require:

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  • 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

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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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Photos used under Creative Commons from moodboardphotography, tedeytan
  • 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