Larsen Wealth Management (LWM) is an independent, privately owned firm. All investment decisions are based upon your advisor's own philosophy and research and not passed down by any mutual fund company or brokerage firm. Therefore, only strategies and investments that would be most beneficial to the client are implemented.
Families and individuals with wealth have to deal with an array of complex and conflicting goals and decisions. We help solve these challenges by implementing the most effective, least complicated solutions available. Our personalized approach helps to answer the critical questions that come with wealth and ensures that each client's plan meets his or her specific needs.
Families and individuals with wealth have to deal with an array of complex and conflicting goals and decisions. We help solve these challenges by implementing the most effective, least complicated solutions available. Our personalized approach helps to answer the critical questions that come with wealth and ensures that each client's plan meets his or her specific needs.
Services
Assisting individuals in their financial and investment decisions since 1989, Kayle began his professional career in the banking industry at Patelco Credit Union. As manager of the Walnut Creek, California branch he was instrumental in ensuring that customers' financial needs were met and that they received the very best in customer service.
Planning for your life counts. By coordinating and managing today's financial decisions, one can achieve the goals of tomorrow. We strive to deliver excellence and LWM is commited to achieving it in every aspect of the wealth management process. Your advisor's role is to manage the complexity of your financial life and to help provide the financial security you deserve.
Retirement planning is an ongoing process that helps you define your objectives, develop a plan, and implement strategies to realize your goals for retirement. By combining a client's investment profile with capital-market realities while factoring in probable inflation, tax considerations, and spending requirements, we can then evaluate a range of strategies and plans.
The central investment philosophy at Larsen Wealth Management (LWM) is based upon the time-tested success of acquiring equity in quality companies, both domestic and abroad, to create and preserve long term multi-generational wealth. We implement diversified portfolios based on stated goals, inflation risk, and longevity risk.
Comprehensive financial planning is considering all areas of your particular financial situation and then developing a plan to reach specific goals. By employing a disciplined and comprehensive process, you can integrate your financial decisions with your broader life goals and increase the probability of achieving them.
Reviews (1)
Matthew Eason
Jun 17, 2014
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Kayle has been my personal financial adviser for close to 15 years. He's always been very thorough, detailed, and diligent. He's responded to all of my requests quickly. I honestly feel like one of those guys in the typical financial manager commercials: there is a sense of peace that he has me on the right track.
If you want a stock broker, go somewhere else. If you want sound financial advice and management, I highly recommend Kayle and his associate Mike Haskins!
If you want a stock broker, go somewhere else. If you want sound financial advice and management, I highly recommend Kayle and his associate Mike Haskins!
