What is your plan or vision of the future? 

How will you make it happen?
 

Our mission is to provide a holistic customized planning-based approach to formulate a long-term plan and solution to retirement income, family legacy and estate planning strategies, professional portfolio management, risk management, and wealth preservation.
 
It begins with developing a customized plan that we create together to manage and monitor your wealth.

Discover and understand your financial goals and objective

Gather your information for review

Develop a custom long-term investment plan

Professional Portfolio Management

Timely professional service

With more than half of our clients working in the healthcare profession, we also enjoy working with a broad spectrum of executives, business owners, and entrepreneurs throughout the country.  We believe we distinguish ourselves with our experience and superior personal service.
 
Lashley Wealth Management provides independent, wealth management advice and services to a select and limited number of individuals, families and foundations with offices in Leawood, Kansas and Sarasota, Florida.
 
Let’s start the conversation today and design your future and make it reality!  Let’s start developing your personalized solutions and strategies and connect, call me direct or send me an email.
 
jlashley@wfafinet.com | (941) 952-5444 or (913) 338-2400

From Dreams… To Goals… To Flexibility… To Confidence

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.