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Wealth Management Services

Laufer Wealth Management LLC

Do you know how much you need to enjoy the life you want?

Everyone wants an enduring sense of financial well-being, but surprisingly few people take a strategic approach to it.  At Laufer Wealth Management, we provide integrated,  comprehensive wealth management services.  This means evaluating your total financial situation – not just your investments.  We look to identify wealth management gaps and provide services to ensure all of your needs are met, including tax, estate, retirement, insurance, and investment portfolio management.  We are fee based, we do not receive any commissions for selling financial products.  

As Registered Investment Advisors, we serve as your fiduciary, meaning we are obligated to work in your best interests. We start by helping you to develop a financial plan.  Understanding where you are, where you want to be, and when you want to get there are critical factors that will enable us to create a portfolio designed to have the risk and return characteristics necessary to meet your goals and make financial security a reality.

Clients rely on us for help with:

  • Retirement planning
  • College savings planning
  • Estate Planning
  • Investment Management
  • Tax planning and minimization strategies
  • Business asset transfer planning

When you want an advisor who offers common-sense strategies, plain language advice and doesn't try to pressure you into choosing things that are not right for you, make the leap.


Laufer Wealth Management, LLC (LWM) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

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(631) 226-9600

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