Laurel Wealth Planning
Laurel Wealth Planning services are designed to help clients with substantial financial resources who could benefit from a high level of financial and tax experience. We often help women decision-makers navigate life transitions, such as retirement, divorce or loss of a loved one. We also have many clients who want to use their wealth to leave a meaningful footprint in the world.
Senior Wealth Manager Laura Kuntz, CPA, PFS, MBT, founded LWP in 1998 with the goal of giving clients objective advice by looking at the complete financial picture and fitting the right tools with the right job. We continue this goal today as an independent, fee-only, fiduciary firm. We don’t take commissions, preferring to keep our clients’ best interests at the center of everything we do.
We are a full-service firm. In addition to managing assets, we provide guidance on matters such as retirement planning, insurance, tax reduction strategies, estate planning and charitable giving. Our advisors, including two CFPs and a CPA with a master’s degree in taxation, counsel clients on risks and opportunities and craft plans that consider all their investments, even those not with us.
With a high ratio of team members to clients, we offer high personal attention and go the extra mile for our clients. Advice is tailored to a deep understanding of each client, striving to help them move toward a place of confidence and even delight.
To see if we can make a difference in your life, contact us at 952-854-6250 or go to laurelwealthplanning.com/contact-us.