Hours

  • Regular Hours
    Sunday
    Monday
    08:00 AM - 05:00 PM
    Appointment Only
    Tuesday
    08:00 AM - 05:00 PM
    Appointment Only
    Wednesday
    08:00 AM - 05:00 PM
    Appointment Only
    Thursday
    08:00 AM - 05:00 PM
    Appointment Only
    Friday
    08:00 AM - 05:00 PM
    Appointment Only
    Saturday
    Closed

Experience & Reliability

  • Employee Background Checks
  • Bonded
  • Family Owned & Operated

About Us

  • Fee Only Financial Planning and Wealth Management 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.