CREATE A FINANCIAL PLAN Having a plan in place for your money will help you retire on YOUR terms. We can create a customized financial plan just for you. Schedule Consultation PROTECT YOUR FAMILY Life insurance can do so much more than just pay bills in the absence of a family member. It can also provide lifetime tax-free income. Ask us how! Schedule Consultation GROW YOUR WEALTH Investing successfully has more to do with being consistent and limiting downside more than being lucky. Our systems can help improve your long-term returns. Schedule Consultation PROTECT YOUR WEALTH You’ve worked hard to build your net worth. Let us help you protect it from unexpected risks. Schedule Consultation PLAN YOUR ESTATE Don’t leave your estate distribution to chance. Create a coordinated plan to pass your wealth to your heirs in the way that you desire. Schedule Consultation

Create a Financial Plan, Manage Your Investments, Eliminate Debt, Manage Retirement Plans, and Manage Tax Liabilities.

What We Do

What We Do

PLAN FOR YOUR FUTURE

Creating a financial plan will dramatically increase the likelihood you will achieve your objectives. We will help you define your dream and determine the right strategies to reach it. Decide to start today.

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INVEST FOR GROWTH

Our objective is to help you reach your financial objective as quickly as possible. Our investment system combines institutional-grade portfolio design and tailored customization to deliver the growth you need.

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PLAN YOUR ESTATE

Preparing an estate plan today helps your family avoid a multitude of problems down the road.Ask us how you can care for your heirs while avoiding probate court, estate taxes, family in-fighting, etc.

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Welcome to Larson Wealth Management

The advisors you will work with at Larson Wealth Management are Certified Financial Planners™. Why is this important? There are three main reasons you should only want to work with a Certified Financial Planner™.

1. The Certified Financial Planner™ designation is the gold standard for advisors in the financial planning industry. All CFP®professionals have met rigorous educational and training requirements. This means you will work with an experienced advisor with a deep understanding of the many financial planning strategies available to you. CFP® professionals will only recommend strategies to you once they have a detailed understanding of you and your needs.

2. CFP® professionals have committed to comply with the Code of Ethics and Standards of Conduct issued by the CFP Board. This gives clients confidence that they’re partnering with a financial advisor who will put them on the path to a secure future.

3. Certified Financial Planners™ have committed to ALWAYS to what is right for their clients – NO MATTER WHAT.

financial planner scottsdale

We Are Here For You

Larson Wealth Management is an independent Registered Investment Advisor (RIA). Our services are entirely focused on solving the financial problems our clients encounter in their everyday lives. We are absolutely committed to doing what is best for our clients each and every time, no matter what. We are an independent financial advisory firm that is dedicated to helping our clients achieve financial success by solving their most critical financial problems. We work with individuals, as well as businesses to make the most of their financial options in a way that makes sense to them. Our financial services are designed to reduce your risk, so you’re protected regardless of what the market is doing.

What Does Wealth Mean To You?Our approach is multi-dimensional, so we look at your whole life, your dreams and your goals, and build strategies around that. Where you are now and where you ultimately would like to be.

Fee-Based Services

Larson Wealth Management is an independent, fiduciary financial planning firm. Our firm is compensated through a direct fee arrangement with our clients that is dictated by written service agreements. The only commission payments that are paid to our firm are paid by insurance companies that compensate independent agencies, such as ours, for helping their clients procure appropriate insurance coverages. We hold ourselves to the highest fiduciary standards to always do what is right for our clients – no matter what. We only recommend services and products that meet our clients’ needs. Larson Wealth Management does not receive ANY commissions from investment products used in client portfolios. For all investment-related services we are compensated transparently and solely by our clients, which properly aligns our interests with those of our clients.

High Advisor To Client Ratio

We have a smaller client-to-advisor ratio than most advisory firms.  We want our advisors to spend the bulk of their time serving clients rather than focusing on selling to new ones.  We pride ourselves on building long-term relationships with our clients that provide greater value to them.

Access Your Larson Wealth Management Financial Accounts

SEI Investments

Interactive Brokers

EMoney Advisor Financial Plan

Helpful Content

  • Top 10 Financial Planning Strategies During A Bear Market

    Welcome to the bear market of 2020!  Since hitting a peak of 3393.52 on February 19th, 2020 the market (as defined by the S&P 500 Index©) has fallen -32.79% before hitting major support on March 19th near the 2018 low at 2300.  The cause, as we all know, is the spread of the coronavirus Covid-19 around the world.  It’s

    March 20, 2020
  • Who is a good client?

      How to know if you need a financial planner? Learn who is a good client for Larson Wealth Management in Arizona.

    December 18, 2019
  • What’s Covered in A Financial Plan?

    Learn how to understand the ten components of a financial plan from Larson Wealth Management.

    December 16, 2019
  • Who Needs a Financial Plan?

    Wondering if or when you need a financial planner? Larson Wealth Management is here to help answer your questions.

    December 4, 2019
Request A Free Consultation

Would you like to schedule a free consultation with a financial advisor? Please fill in the requested information and we’ll be in touch shortly. You can also call us at 480-699-5540.

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