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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

Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

How Cash Apps Work

How Cash Apps Work

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

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Assess Your Life Insurance Needs

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

How Compound Interest Works

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

My Retirement Savings

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Rightsizing for Retirement

What does your home really cost?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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