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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

Inflation & Retirement

Inflation & Retirement

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

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Simple 401k

Simple 401k

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

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

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College Savings

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Simple 401k

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Assess Your Life Insurance Needs

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

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Surprises

Making the most of surprises is a great reason to work with us.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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