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Laser Wealth Management, LC, is an independent registered investment advisor. We strongly believe that investing your money should never be a mysterious or confusing undertaking. Our goal is to work closely with you to help you make smart, prudent choices with your investments so that you can gain clarity and look forward to the rest of your future with confidence.
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. Our role is to assess your situation and give you prudent, objective recommendations about what we believe will get you the best possible results.
Money has different meanings to different people. Here at Laser Wealth Management, LC, we believe that at its very core, money is simply a tool to help you express what you truly value. Your investments should not be the source of constant nervousness. Instead, your investment portfolio should support – and continually enhance – your greater purpose for life. We take an unrelenting stand against using financial planning as a sales tool. We see it as an opportunity to help you gain clarity and connect the dots in the proper order to turn your desires into tangible results. That is why we focus our practice exclusively around coaching investors with solid unbiased guidance that is grounded in Nobel Prize winning investing science that eliminates the myths of sock picking and market timing allowing you to stay focused.
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 and services are offered and sold through Laser Wealth Management, LC, by individually licensed and appointed insurance agents. Acceptance to participate in IRS e–file does not imply endorsement of software or quality of services provided. Our IRS representation privilege does not include Tax Court or criminal prosecution.