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 objectives
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 today.
email@example.com | (941) 952-5444 or (913) 338-2400