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What is Wealth Management?

We are often asked “what is wealth management” and how is it different from investment management. At Laurus Wealth Management we believe that your wealth includes your goals and dreams, relationships, education, employment, family, hobbies, and everything else that you are passionate about. Wealth Management therefore is the planning that is involved in ensuring that your finances are in alignment with these many competing or complementary areas.

Often we need to address the financial impact of life transitions, business transitions and legacy transfers. Whether a transition is the result of retirement, a child heading to college, a death in the family, an illness or many other reasons – a strong plan for how to achieve a goal or address a change in circumstances can prove very assuring on how best to proceed.

Components of this holistic approach to your needs and goals include:

  • Portfolio Management
  • Wealth Planning
  • Risk Management
  • Legacy/Estate Planning
  • Tax Planning

We have a passion for excellence and uncommon service. For more information about our firm and the services we offer please call or email us today. We welcome the opportunity to get to know you.