SEC CRD #801-127193
Larsen Wealth Management - Home Skip to main content home site map 5180 Golden Foothill Parkway, Suite 220 El Dorado Hills, CA 95762 Ph: (916) 939-6860 Fax: (916) 357-9803 Box.com Folder Charles Schwab Pershing X Form CRS MAKE A PLAN WITH A TEAM OF CFP PROFESSIONALS Larsen Wealth Management (LWM) is an independent, privately owned firm. All investment decisions are based upon our firm s own philosophy and research and not passed down by any mutual fund company or brokerage firm. Therefore, only strategies and investments that would be most beneficial to the client are implemented. Families and individuals with wealth have to deal with an array of complex and conflicting goals and decisions. We help solve these challenges by implementing the most effective, least complicated solutions available. Our personalized approach helps to answer the critical questions that come with wealth and ensures that each client s plan meets his or her specific needs. We take great pride in our independence and objectivity. Check the background of firms and investment professionals on FINRA s Brokercheck Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.
MICHAEL BRIAN HASKINS
CHIEF COMPLIANCE OFFICER
📞 (916) 939-6860
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AUM
$172M
Location
EL DORADO HILLS, CA
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