Our Mission

To help our clients improve the quality of their lives by taking a holistic approach which combines comprehensive wealth planning with their life values and goals.

Objective Advice. Personal Service.

Since 1984, we have been providing strategic investment wealth management guidance to individuals, families and businesses to provide them with objective advice and personal service. Learn more.

Our Process

Our team has developed and refined a process to help our clients put all the pieces of their financial puzzle together. It’s a dynamic program that adapts as your lives unfold and needs evolve, helping create clarity and confidence in your future. We call it your Financial Roadmap.

How We Serve


Our Services

We serve individuals and businesses in all areas of financial planning. 


Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with comprehensive technology. 


Client Bill of Rights

Laine Wealth Management presents information in a straightforward, understandable manner to determine the best options available for our client's financial planning.

Our Team

Latest Blog Posts

Laine Wealth Management and LPL Financial are not affiliated with any company noted herein. All trademarks and service marks appearing herein are the property of their respective owners. In addition, please ensure that you have secured permission from each company to use their name/logo/brand to ensure no copyright infringement.