We are excited to announce the creation of LWM Tax Services LLC - a new entity formed to assist with personal tax preparation and tax consulting! ?? If you or someone you know is looking for help preparing their 2024 tax return, please consider working with us! To get started, just follow our onboarding instructions here: https://lnkd.in/gt7EGHYT
Laurus Wealth Management
金融服务
Vancouver，Washington 58 位关注者
Your Dreams... Our Plans. Proven Strategies to Grow, Protect, and Transfer Wealth.
关于我们
Welcome to Laurus Wealth Management, based in Vancouver, Washington and serving clients throughout the country. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for your financial future. Whether your goal is preparing for retirement, business succession, college savings, or designing an estate/legacy strategy - our personalized service focuses on your needs, wants, inspiration and financial goals and objectives. Our team of professionals have years of experience in financial services. We look forward to working with you through all the stages of your life, today and for many years to come. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at (360) 514-8300. We look forward to hearing from you.
- 网站
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https://www.laurus-wealth.com/
Laurus Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Vancouver，Washington
- 类型
- 私人持股
- 领域
- financial planning、investing、estate planning、legacy planning、tax strategies和trust management
地点
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主要
获取路线
314 W 15th St
Suite 100
US，Washington，Vancouver，98660
Laurus Wealth Management员工
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Michael R. Burgoyne, MBA CFP? ChFC
Founder, Laurus Wealth Management - Securities offered through LPL Financial, Member FINRA/SIPC
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Walt D. Warren, ChFC
President, Wealth Management Advisor at Laurus Wealth Management
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Heather Ellsworth
Operations Manager at Laurus Financial Group
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Philip Hopkins
Wealth Advisor, Laurus Wealth Management - Securities offered through LPL Financial, Member FINRA/SIPC
动态
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As a reminder, the Laurus Wealth Management Fall Summit will take place on Thursday, September 12th, from 6:00 PM to 7:30 PM PST. The Zoom link to join the meeting will be as follows: https://lnkd.in/gSzjw9qp You won't want to miss this opportunity to learn more about effective ways to network and build your career. We hope to see you there!
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Last Thursday, the Laurus Wealth Management team attended the 2024 Legacy Health Partners in Philanthropy luncheon. Michael and Denise Burgoyne received the Evergreen Society Award from the Salmon Creek Hospital Foundation in recognition of their service and generosity to Salmon Creek Legacy Hospital ? Congratulations to Michael R. Burgoyne, MBA CFP? ChFC, Denise, and all the 2024 Community Spirit Award recipients for their remarkable contributions to our community!?
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We are looking forward to welcoming our first intern to Laurus Wealth Management, Alicia Bigler! Congratulations, Alicia - we look forward to working with you! ??
I’m incredibly happy to share that I’m starting a new position as Intern at Laurus Wealth Management! Thank you Michael R. Burgoyne, MBA CFP? ChFC and David Woodson, MBA, CFP?, ChFC? for the opportunity. I am so excited to get to work and learning!
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Congratulations to Michael R. Burgoyne, MBA CFP? ChFC on completing his Master of Business Administration degree at Grand Canyon University! Michael completed his studies with a perfect 4.0 and he is now working on his Global Doctorate in Business Administration through the Burgundy School of Business in France. #MBA #Graduate #GCU
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