- 301.949.4449
- Mon-Fri 9:00am - 3:30pm EST (By Appointment Only)
You can expect utmost integrity. We believe that, above all else, trust is the foundation to any meaningful relationship - and trust cannot exist without complete integrity. We make it a point to tell you exactly what we believe you should hear without any exceptions, whatsoever. We give you all the relevant facts upfront so that you can make the best possible choices to accomplish your goals.
Yes, we do. We believe that any plan for managing your wealth must be centered around a thorough understanding of your deepest goals and aspirations – what we refer to as your “why” or “true purpose”.
We believe that a good investment portfolio is one that maximizes returns by balancing lowering costs, managing associated risks, and structuring for tax efficiency. We favor arranging your portfolio to capture market returns through broad global asset class diversification. We strongly discourage all forms of speculation, market timing, and track-record investing.
Yes, we are a fiduciary when it comes to investment advice and we take it very seriously. We act only in our clients’ best interests. We prioritize your needs over everything else and give you objective recommendations.
No, we do not require that you purchase any investment products through or from our firm.
The privilege and honor that we get to work with folks from all walks of life is something that we don’t take lightly at all. We begin with a thorough review of your current financial profile and future goals where you tell us about your specific desires and the outcome that you are looking to accomplish. We will then review that information including working with subject matter experts as needed and put together specific customized recommendations in plain language that will show you how we believe you can best achieve your desired outcomes. Next, we will address all of your questions and refine your plan if necessary.
Yes. We may be able to show you a better way of getting the most out of whatever income you already have coming in.
Absolutely! We can pair you with a credentialed tax professional who has unlimited administrative practice rights who can step in your shoes and directly deal with the IRS on your behalf in situations like audits, filing missed tax returns, and negotiating a manageable payment arrangement you can live with.
We will even file the necessary forms on your behalf so that we can represent you directly without you needing to have any direct contact with the IRS and/or your state’s taxing agency. In fact, we will have them send any notices regarding your tax matter directly to our office.
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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.
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