Our goal is to create customized strategies that weave together your financial goals and values. We are Family Wealth Management Group, a financial life planning and wealth management firm helping families all over the country.
We are an independent firm specializing in fee-based financial planning and we provide asset management services focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC.We listen to understand your unique challenges you face as you plan for your life's journeys.
We are an independent firm specializing in fee-based financial planning and we provide asset management services focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC.We listen to understand your unique challenges you face as you plan for your life's journeys.
Services
Taking time to understand yourself in regards to how you relate to money is the first step. Clarifying your resources and goals helps to try to plan your financial goals and roadmap for your family. We are here to help you formulate and articulate your goals and thereby simplify your life in the process.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. As a self-made entrepreneur, Laura J. LaTourette, CFP(R) has built her career in financial services on her own terms.
Fee-based wealth management services provide tactical asset management and include ongoing advice, an integrated analysis for family issues of wealth transfer and preservation. Clients enjoy online access to fully view their portfolio, assets and net worth through WealthVision. It has been said that knowledge is power, and if that's true, then too many Americans lack the power to control their financial futures.
We incorporate Inclusion, Diversity, Belonging, Equity, and Accessibility principles in all our business interactions, including but not limited to client meetings, collaboration with strategic partners, decisions about partnering with vendors, and hiring practices. We bring this important lens to our decision-making across all areas of our practice and our comprehensive services.
I promise to base my guidance and recommendations on the following beliefs and principles:. Always act in your best interest providing strategies & decisions with the objective of the best quality of life for you. Return phone calls; respond to requests for information or clarification and keep appointments.
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