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Larsen Wealth Management, Llc

Financial Planner in Gainesville

closed
Today 08:00 AM - 05:00 PM

2690 Pass Circle Gainesville GA, 30506

(678) 696-8755

website

General Description

Fee Only Financial Planning and Wealth Management We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning. We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.

Products Carried

We offer thousands of choices from the broad spectrum of investment classes. As fee only advisors, we cannot accept a commission on the sale of insurance options so our offerings there are restricted more to planning and fee options.

Amenities

We typically offer service in the comfort of our clients home regardless of location.

Cuisine

I will make you some awesome Italian! Why is this a category?

Professional Affiliations

Certified Financial Planner™

Awards

Atlanta Magazine 2013, 2014 and 2015, Top Wealth Managers in Atlanta.

Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


Larsen Wealth Management, Llc
2690 Pass Circle
Gainesville, GA 30506
(678) 696-8755
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