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.
As an independent ﬁrm with no company agenda to promote, we have the freedom to work with a wide selection of money managers, insurance companies and other investment ﬁrms, allowing us to focus solely on what is best for you.
We also collaborate with other professionals—CPAs, estate attorneys and other advisors—should you need their specialization and expertise. Our role is to coordinate the activities of these professionals to help ensure that all your ﬁnancial needs are being properly addressed.
Laine Wealth Management is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with objective research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we are able to make informed recommendations and provide you with objective advice.
* As reported by Financial Planning magazine, June 1996–2019, based on total revenue.
Our Wealth Management Process
Through prudent planning and investing, we can help you strive for ﬁnancial independence on your terms. Our wealth management process provides in-depth insight regarding where you are now, where you want to be and how you work toward getting there.