- 301.949.4449
- Mon-Fri 9:00am - 3:30pm EST (By Appointment Only)
Laser Wealth Management, LC, is an independent state-registered investment advisor based in Kensington, Maryland. We believe that managing your wealth should not be a mysterious or confusing undertaking. Our goal is to work closely with you to provide an extra layer of professional insight to help you gain clarity so that you can look forward to the rest of your future with confidence.
We view the opportunity to get to work with you as a great privilege and an honor. In your dealings with us as your independent investment advisor, we will always place your best interests above everything else. Not only is that our fiduciary obligation but we also know it is the right thing to do - even when no one is watching. We understand our role is to assess your situation and give you prudent, objective recommendations about what we believe will get you the best possible results. We shall always seek to do nothing short of that.
Money may have different meanings to different people. At Laser Wealth Management, LC, we believe that at its very core, money is a tool that helps us express what we truly value. Your investments should not be the source of constant nervousness. Instead, your portfolio should support – and continually enhance – your greater purpose for life, whatever it may be.
While for the most part money is at the foundation of almost everything we do, without a greater purpose, no amount of money can bring us fulfillment. At Laser Wealth Management, we believe that in order to experience true fulfilment, you must begin with a purpose that goes much deeper than money: what are you all about at a gut level? What is your true purpose in life? We seek to help arrange your wealth in a manner that aligns with your “why” so that you can focus on pursuing the life you want with the people and causes you care deeply about.
We take an unrelenting stand against using financial planning as a sales tool. We view our role as an opportunity to help you gain clarity so that you can connect the dots in the proper order to turn your deepest desires into tangible results.
We firmly believe that above all else, trust is the foundation to any meaningful relationship – and such trust cannot exist without complete integrity at all times, no matter what.
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Laser Wealth Management, LC is a registered investment adviser located in Kensington, Maryland. Laser Wealth Management, LC, may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, this website should never be construed as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Laser Wealth Management, LC, with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Laser Wealth Management, LC (IARD #188516), please contact the state securities regulators for those states in which we maintain a registration filing. A copy of our current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or from Laser Wealth Management, LC upon written request.
Laser Wealth Management, LC, does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Laser Wealth Management, LC, is not responsible for the security of information transmitted through any third-party applications.
No particular outcome is guaranteed. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial, tax, and/or legal professional before implementing any strategy. This website and information are not intended to provide personalized investment, tax, or legal advice.
Insurance products, tax, bookkeeping and associated services are offered and sold through Laser Wealth Management, LC, by an individually licensed and appointed insurance and Enrolled Agent.
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