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 | 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 | Client since 2020
Managing Complexity for High-Performing Professionals
“As two busy professionals with demanding careers in medicine and law, we needed guidance that could streamline the financial side of our lives. Lauer Private Wealth helped us organize our incorporated practices, align our fiscal year-ends, and coordinate directly with our accountant, lawyer, business banker and private banking team so everything worked together. They assisted with tax-efficient asset location, RRSP and TFSA planning, corporate and professional investment strategy, and updates to our wills and powers of attorney. What we value most is the time saved and the clarity created by having a single team oversee the moving parts across our corporations, tax planning, estate planning, and long-term goals. Their structured approach has made our planning far more manageable and has given us confidence that our financial world is being looked after with care.”
- I.M. & A.M. | Physician and Lawyer | Client since 2023
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, Engineering Firm | Client since 2020
Stewardship and Coordination Across Wealth and Philanthropy
“Over the years, my financial situation has involved significant complexity, from managing a concentrated portfolio and tax considerations to estate planning and charitable goals. Lauer Private Wealth has acted as a steady point of coordination, working closely with my accountant, lawyer, banking partners, and charitable organizations to ensure decisions were thoughtful and well-considered. They helped me navigate difficult choices around my investment holdings, tax planning across multiple years, and the establishment of a charitable foundation aligned with my life experience. What I value most is their patience, consistency, and willingness to take the time needed to understand my concerns and manage the details on my behalf. Having a single, trusted team oversee these moving parts has brought clarity and reassurance to an otherwise complex financial life.”
- Frank C. | Private Investor | Client since 2019
