Lauer Wealth is a financial management firm based out of Chesterton, Indiana. Utilizing Modern Portfolio Theory, we build and implement personalized investment strategies, while proactively addressing tax implications and any outside forces that might threaten the achievement of our clients' financial goals. In addition to investment management, we offer financial planning services including, but not limited to: tax, retirement, estate, and business planning services.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 890 Sidewalk Rd, Chesterton,indiana 46304,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.lauerwealth.com/
- Keywords
- lifetime cashflow plan, retirement, education, taxation, small business, starting a business, accounting, financial planning, college planning.
- HQ
- Chesterton, Indiana
Lauer Wealth Management Questions
Lauer Wealth Management's website is https://www.lauerwealth.com/
Lauer Wealth Management's LinkedIn profile is https://www.linkedin.com/company/lauer-wealth-management
Lauer Wealth Management has
3 employees.
View email and phone details for 3
employees at Lauer Wealth Management.
Lauer Wealth Management's industry is
Financial Services
Lauer Wealth Management's top competitors are
Secant Healthcare Llc,
Empist,
H&p,
Lauer Property Solutions,
G2,
Peoples Bank,
Teamshares,
Wells Fargo Private Bank,
Mariner Advisor Network.
Lauer Wealth Management's categories are Financial Services
Lauer Wealth Management's founding year is 2017
