Laurus Wealth Management

Q: How can I contact Laurus Wealth Management?

You can email info@laurus-wealth.com or call (360) 514-8300. The office is located at 314 W 15th Street, Suite 100, Vancouver, WA 98660.

Wealth Vision

Financial planner in Vancouver, WA (show on map)

A Vancouver, WA-based wealth management firm offering personalized financial planning, investment strategies, and insurance solutions.

Call (360) 514-8300

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About

Laurus Wealth Management was founded to assist clients in every aspect of their financial lives, providing personal service and earning a reputation for excellence. The team takes a holistic approach to wealth management, integrating portfolio management, wealth planning, risk management, legacy/estate planning, and tax planning.

Services include retirement planning, Social Security analysis, college cost analysis, executive compensation, insurance planning, business succession planning, debt management, and investment policy statement development. The firm is based in Vancouver, Washington, and serves clients throughout the country.

Long-term relationship focus

Holistic approach integrating all areas of financial life

Customized strategies based on individual goals and values

Active due diligence in investment selection and monitoring

Access to institutional money managers and ETFs through LPL Financial

Services

Wealth Management Consulting

Comprehensive financial planning addressing retirement, estate, insurance, tax, and investment needs through a holistic approach.

Customized strategies Holistic approach Long-term client relationships

Retirement Planning

Planning for retirement income, distribution strategies, and Social Security optimization.

Distribution/Income Strategies Social Security Analysis Retirement Plan Guidance

Investment and Insurance Strategies

Active investment management and insurance planning including life, health, and long-term care.

Active due diligence Access to institutional money managers ETFs Insurance Planning – Life/Health/Long Term Care

Estate and Legacy Planning

Estate conservation, legacy transfer, and charitable planning strategies.

Legacy/Estate Planning Charitable Planning Business Succession Planning

College Cost and Funding Analysis

Analysis and planning for college savings and funding strategies.

College Cost Analysis Funding Strategy

Business Succession Planning

Planning for the transition of business ownership and leadership.

Business Succession Planning Executive Compensation

Credentials & Certifications

LPL Financial Registered Investment Advisor

FINRA BrokerCheck

SIPC

Frequently Asked Questions

What is wealth management? +

Wealth management is the planning involved in ensuring your finances are aligned with your goals, dreams, relationships, education, employment, family, hobbies, and everything else you are passionate about. It includes portfolio management, wealth planning, risk management, legacy/estate planning, and tax planning.

Where is Laurus Wealth Management located? +

Laurus Wealth Management is based in Vancouver, Washington, and serves clients throughout the country.

What services does Laurus Wealth Management offer? +

Services include wealth management consulting, retirement planning, Social Security analysis, college cost and funding analysis, executive compensation, legacy/estate and charitable planning, insurance planning, business succession planning, debt management, risk tolerance assessment, and investment policy statement development.

Is Laurus Wealth Management a registered investment advisor? +

No, Laurus Wealth Management is not a registered broker-dealer or investment advisor. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

What is LPL Financial? +

LPL Financial is one of the nation's leading financial services companies, publicly traded on NASDAQ under ticker symbol LPLA. It does not offer proprietary investment products or engage in investment banking activities.

Does Laurus Wealth Management offer tax or legal advice? +

No, the information on the site is not intended as tax or legal advice. Clients should consult legal or tax professionals for specific information regarding their individual situation.

What states does Laurus Wealth Management serve? +

The LPL Financial representative associated with this website may discuss and transact securities business only with residents of AR, AZ, CA, FL, GA, HI, IA, ID, IL, MA, MO, NC, ND, NH, NV, OK, OR, PA, RI, TX, UT, WA, and WY.

How can I contact Laurus Wealth Management? +

You can email [email protected] or call (360) 514-8300. The office is located at 314 W 15th Street, Suite 100, Vancouver, WA 98660.