The path to your financial success starts here
Your life’s goals,
our innovative solutions
- Fee Based Portfolio Management
- Holistic Financial Planning
- Corporate Executive Services
- Stock Plan Administration
- 401k/Retirement Plans
- Private Equity
- Insurance/Risk Management
It’s more than portfolio management, it’s portfolio optimization
- Laidlaw Wealth Management LLC is an SEC registered Investment Advisor.As such, we act as a fiduciary in the management of client portfolios.
- Creating a truly diversified portfolio can be a complicated process. Our disciplined approach is fueled on trust, transparency, and accountability to give you the utmost confidence. It all starts with our comprehensive planning process where we get to know you and understand and your financial goals and create a plan to reach them.
- Our goal is to give you confidence and clarity about your financial life, freeing you to pursue what’s most important to you and your family.
- By allocating our client’s investment dollars across a carefully chosen mix of asset classes, we aim to help you maximize your return potential while managing your exposure to investment risk.
- Laidlaw Wealth Management brings together and streamlines financial planning, investment management, risk management and estate planning into one efficient and transparent process.
Ready to talk?
Discover how our approach to wealth management will help you achieve your financial goals