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: 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: 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: 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.
