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5180 Golden Foothill Parkway, Suite 220
El Dorado Hills, CA 95762

Ph: (916) 939-6860
Fax: (916) 357-9803

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PERSONAL FINANCIAL PLANNING FOR INDIVIDUALS SEEKING WEALTH CREATION AND PRESERVATION

Larsen Wealth Management (LWM) is an independent, privately owned firm. All investment decisions are based upon your advisor's own philosophy and research and not passed down by any mutual fund company or brokerage firm. Therefore, only strategies and investments that would be most beneficial to the client are implemented.

Families and individuals with wealth have to deal with an array of complex and conflicting goals and decisions. We help solve these challenges by implementing the most effective, least complicated solutions available. Our personalized approach helps to answer the critical questions that come with wealth and ensures that each client's plan meets his or her specific needs.

We take great pride in our independence and objectivity.


MAKE A PLAN WITH A TEAM OF CFP® PROFESSIONALS

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