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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

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Real Cost of a Vacation Home

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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