Rebuilding Confidence After the Effects of the COVID Market Decline
"Facing underperformance in our retirement portfolio, we turned to Lauer Private Wealth for strategic financial management. Their holistic approach, encompassing investment, tax, and estate planning, was tailored to our needs without any product-pushing. They simplified our complex financial situation, and since partnering, our portfolio is recovering, and we’ve regained control over our finances. Heather even fulfilled her dream of purchasing a luxury car, a goal we thought was out of reach. Their personal touch and proactive management have brought us significant peace of mind. Engaging Lauer Private Wealth was one of our best decisions; we wholeheartedly recommend their comprehensive services."
- Bill & Heather F. | Public service and active community members | Client since 2022
Succession, Estate and Family Continuity
“When our family experienced the loss of a loved one, we were overwhelmed by the financial and administrative responsibilities that followed. Lauer Private Wealth guided us through every step, from organizing estate accounts to coordinating with our lawyer and accountant, ensuring nothing was missed. They took time to educate our children about their roles and helped us make decisions that supported our long-term family plan. Their calm, organized approach brought clarity during an emotional time, and the transition of assets was handled seamlessly. Today, our finances are stable, our family is informed, and we feel supported in a way we hadn’t experienced before. Lauer Private Wealth has become an essential partner in our ongoing planning, and we trust their guidance.”
- Isabel D. | Public service and active community member | Client since 2020
Unique Access to Specialized Opportunities
“Before working with Lauer Private Wealth, our family’s investments were limited to the traditional public markets and mutual funds we’d been offered for years. As our situation evolved and we had more capital to deploy, they introduced us to a more refined set of opportunities, including select private market strategies that aligned with our long-term objectives. Each idea was presented with clear rationale and thoughtful explanation, which made the decision-making process straightforward. What stood out was the sense of careful curation, every recommendation reflected both suitability and conviction rather than simply following a standard menu. The result is a portfolio that feels more intentionally built and better positioned for the future. The added depth and perspective they brought to our planning have been extremely valuable.”
- Antonio S. | Principal at an engineering firm | Client since 2020
