Larsen Wealth Management

Larsen Wealth Management is a Financial Planner in El Dorado Hills, CA. The firm provides personalized wealth strategies and financial planning for client investment portfolios. It serves families and individuals with wealth who face complex financial goals. The team includes CFP® professionals who implement solutions based on the firm's own philosophy and research. Larsen Wealth Management holds a 5.00 rating based on customer reviews.

Kayle Larsen, CFP®, has assisted individuals with financial and investment decisions since 1989. He began his career at Patelco Credit Union as a branch manager in Walnut Creek. In 1995, he joined Barclays Global Investors to monitor international equity portfolios. He moved to Dean Witter in 1997, later Morgan Stanley, where he developed long-term client relationships. In August 2007, he founded his own firm to provide objective advice aligned with client interests. The firm operates as an independent, privately owned entity. Investment decisions are not dictated by mutual fund companies or brokerage firms.

The firm offers retirement planning and tax management services. Retirement planning involves defining objectives and implementing strategies to realize goals. The process considers investment profiles, inflation, tax considerations, and spending requirements. Tax management integrates with the wealth management process. Advisors work with clients' tax advisors to deploy year-end strategies. They time purchases and sales in taxable accounts to offset gains. Financial Planning and Investment Advisory Services are offered through LWM Advisors, Inc., a Registered Investment Advisor.

The firm is known for its independence and objectivity. It provides highly personalized service to help clients achieve greater control over their finances. The firm strives to deliver excellence in every aspect of the wealth management process. Its 5.00 rating reflects the positive experiences of its customers.

Larsen Wealth Management combines decades of experience in banking and institutional investing with a commitment to independent, client-aligned advice for residents of El Dorado Hills.

Larsen Wealth Management is located on Golden Foothill Pkwy in El Dorado Hills, CA, about a tenth of a mile from Latrobe Road and less than half a mile from White Rock Road.