You may not realize it today, but over the course of time, a portfolio with inefficient diversification and/or unreasonably high fees will peel off a sizeable chunk of your hard-earned money. Could this be in fact precisely what is happening with your current investments?
Our “Portfolio MRI” performs a diagnostic assessment of the asset allocations within your existing portfolio. It breaks down your investments to give you some general insight into what is going on under the hood. You will be able to see what is working well and also any potential trouble spots you might want to address, as well as get answers to some crucial must-know questions:
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, insurance, 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. 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.