Services

WHY LAPRADE WEALTH MANAGEMENT: 

Not Driven by Greed: Period! I want you to know more:  For decades “stock broker” thrived on the lack of information about the stock market to make millions. We evolved to more free trade of information about the markets and lower commissions the rising prevalence of registered investment advisors (fiduciaries). Today many investors are self directing and using RIA more than ever. We encourage clients who want to pay and play to leave it to us, Clients who want to play with us to join the game, and clients who want to self direct we’ll be your coach on the field cheering you on! 

Experience: Being licensed for over 15 years and over 12 years of experience in the full service, discount brokerage and RIA world there is not much I haven’t seen. I’ve been privileged to work with 100’s of clients, had the responsibility for 100’s of millions of dollars of client assets, and delt with 100’s of estate and tax issues. I’m humble enough to tell you if I don’t know the answer and find if for you or consult one of my tax or estate planning counter parts. 

Like Trust Respect: As a young consultant I was trained under the premise that for business relationships to work the magic ingredients are Like (do you enjoy each other), Trust (do I believe that this person says to be true and genuine) and Respect (is this a competent professional with whom I can build  a mutually beneficial relationship and experience with)

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.