81 Crown Mountain Place, A-500
Designed For You
Let's create a retirement plan designed completely around you!
Smart investing doesn’t have to be complicated. We seek to simplify the process.
Clarity and Reflection
Our goal is to create customized strategies that weave together your financial goals and values.
We strive to work closely with our clients, building long-lasting partnerships with them.
- Laura J. LaTourette, CFP® (she/her/hers)
What We Bring To The Table
Welcome! We are Family Wealth Management Group, a financial life planning and wealth management firm helping families of all backgrounds all over the country. We are an independent investment planning practice specializing in fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies through WCG Wealth Advisors, LLC.
We understand that individuals face unique challenges as they plan for their life's journeys. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our priority is to take care of you and your family.
Wherever you go, we'll go there with you.
Let us provide you with guidance that can help you understand and better define your financial goals.
We follow a comprehensive process designed to determine the optimal approach to managing your assets.
Special insight and perspective to help those in the LGBTQ community pursue their objectives and success.
We are focused on supporting positive change in our world. We care deeply about Diversity, Equity, and Inclusion, and we are committed to ensuring that your experiences with us reflect these important global values. Beginning with your first meeting with us, you will feel respected and welcome at Family Wealth Management Group.