Larsen Wealth Management LLC

Location:

3550 Beaver Cove RdCummingGeorgia30041United States View Map

Revenue:

$2 Million

Employees:

10

Industries:

Phone:

(678) 456-8138

Fax:

(888) 551-0303
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Description:

We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning. We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.

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