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Laurel Highlands Wealth Advisory Group
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Comprehensive Financial Planning
Our group, the Laurel Highlands Wealth Advisory Group, believes every client journey begins with a plan. Our financial planning process helps us to understand our client’s goals and priorities and develop a customized plan to help achieve those goals.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Office Information
Office hours:
Monday - Friday: 9am - 5pm
Meetings are by appointment.
Please contact our group to schedule a time.
Meetings are by appointment.
Please contact our group to schedule a time.
Phone:
Toll-free:
Fax: