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Our Goal

Our Goal

Our goal is to help guide clients with the appropriate asset allocation mix given their time horizon, risk tolerance, objectives, and overall market conditions. Rebalancing, investment selection, and asset allocation adjustments are always an ongoing process and consideration.

Your Vision

Your Vision

Laidlaw Wealth Management strives to match each client’s return objective with an appropriate level of risk. It is our goal to make sure that every client “understands the risk they are taking – before they take it”.

Our Process

Our Process

We utilize 11 different asset allocation strategies. Passive, low-cost ETF’s (Exchange Traded Funds) are used for equity exposure and active mutual fund management are employed for fixed income exposure.

Your Plan

Your Plan

Laidlaw Wealth Management utilizes the most sophisticated and modern technology to help clients formulate a customized Financial Plan. Our team of professionals can help clients navigate planning with Trusts, Estates, Corporate Stock Plans, Large Single Stock Exposure, and retirement planning among others.

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WARRANTIES & DISCLAIMERS There are no warranties implied. Laidlaw Wealth Management is a registered investment adviser located in New York, NY. Laidlaw Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Laidlaw Wealth Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Laidlaw Wealth Management ‘s web site on the Internet should not be construed by any consumer and/or prospective client as Laidlaw Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Laidlaw Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Laidlaw Wealth Management, please contact the state securities regulators for those states in which Laidlaw Wealth Management maintains a registration filing. A copy of Laidlaw Wealth Management ‘s current written disclosure statement discussing Laidlaw Wealth Management ‘s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Laidlaw Wealth Management upon written request. Laidlaw Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Laidlaw Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through our affiliate Laidlaw & Company (UK) Ltd. and individually licensed and appointed insurance agents.