Broker Check
Long Term Relationships A Holistic Approach Designed for You

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.

Services We OfferMeet the TeamContact Us

Articles

Learn More

Calculators

Learn More

Presentations

Learn More
 

Helpful Content

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Separating the Signal From the Noise

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

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

View all articles arrow

Simple 401k

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Comparing Investments

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

Estimate Your RMD

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

How Compound Interest Works

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

View all calculators arrow

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

View all videos arrow