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Welcome to Laurus Wealth Management

Welcome to Laurus Wealth Management, based in Vancouver, Washington and serving clients throughout the country. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for your financial future. Whether your goal is preparing for retirement, business succession, college savings, or designing an estate/legacy strategy - - our personalized service focuses on your needs, wants, inspiration and financial goals and objectives. Our team of professionals have years of experience in financial services. We look forward to working with you through all the stages of your life, today and for many years to come.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to Email Us or call us at (360) 514-8300. We look forward to hearing from you.

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Helpful Content

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

 

Managing Money as a Couple

Keys to preparing to grow wealthy together.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

College Savings

See how much you may need to save now to cover future college costs for your child.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Saving for College 101

Here's a crash course on saving for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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