Testimonials

Tanya and Chuck.

“During twenty years of working with Laura LaTourette, she has taken us from small monthly retirement contributions to a substantial principle that will get us through our retirement years, not just surviving but thriving. She and her team at Family Wealth Management Group take a holistic approach to their clients’ well-being, considering our financial health along with our values and passions. For example, they’re helping us manage gifts to our children and grandchildren and encouraging us to pursue our love of travel while we’re still in good health. We trust Laura to help us meet our goals, and always with the highest integrity.”

Peter and Patti.

“It is hard to realize what you don’t know. It is also difficult to understand how fast time moves when you know you should do something about your future. We should have done this 10 years ago comes to mind – too often. All of that means so much after we found the perfect match in financial planning and management. Meeting and talking with Laura LaTourette, being introduced to her team and spending time on a human level has put us at ease and feeling secure. We now know what our financial picture is, we have a plan for the present and future and we have people we can talk to about our fears, our needs and our outcomes while feeling secure in their guidance and investments. They are incredibly flexible if things change in our world, they are there to help us and support us in that adjustment. That make us comfortable, even though we should have done it 10 years ago. Being a part of the Family Wealth Management Group is making our senior years so much easier and secure. We don’t feel like we are floundering not knowing what to do, we feel like we have a team of experts to turn to to guide us and support us.”

Jim and Kim.

“Laura doesn’t just manage our wealth; she guides us through life’s big decisions with confidence and clarity. Her warmth, professionalism, and dedication make every conversation a pleasure. Beyond Laura’s personal expertise, she is backed by an excellent team that ensures every detail is handled seamlessly and efficiently. We always know we are in the safest hands with Laura and her entire firm. “

Patricia D.

“We appreciate Laura and her team. She helped us develop a financial plan and customized reports that allow us to review retirement scenarios so that we can make better informed decisions, removing the anxiety of “what if.” Now I feel more in control of my finances and financial future.”

Frank Y.

“Family Wealth Management Group, led by Laura LaTourette have been our financial advisors for more than fifteen years. They understand our level of risk tolerance, and more importantly, they listen to our dreams and help make them come true. Laura has a way of reassuring us if we have concerns about market trends, and has never steered us astray. I recommend them to all my friends looking for investment advice!”

Paul D.

“Laura LaTourette has been our trusted financial planner for quite a few years. She has guided us through the economic ups and downs we’ve all faced for over a decade. Our funds continue to grow through her guidance and we feel confident in our retirement plans.”

Linda R.

“Laura LaTourette and all of the other personnel who work with Family Wealth Management are highly skilled in their positions, conduct business in a consistent and personalized manner, and are extremely responsive to questions or concerns. They go out-of-their way to ensure clients are informed of their accounts and that their needs are met in a timely manner. I highly recommend this agency. I have been working with them for many, many years (20+).”

Barb H.

“I’ve worked with Family Wealth Management for five years, and their name says it all. Laura and her team treat you like family, provide trusted fiduciary guidance, and make financial planning clear and manageable. Highly recommend!”

BJ. R.

“Laura LaTourette and her company have provided my husband and me with an extraordinary sense of comfort, confidence, and security. Before our first meeting, we were asked to complete detailed questionnaires that explored not only our finances but also our hopes, fears, concerns, and goals for the future.

Laura and her exceptional team listened carefully, absorbed everything we shared, and translated it into a thoughtful plan for the future—one built on the realities of the present and designed to provide long-term stability and peace of mind. She works with you, not for you, making the process truly collaborative. She accepts our idiosyncrasies and inconsistencies without judgment and helps us become the best version of ourselves.

I cannot recommend Laura and her team highly enough.”

Thomas E.

“I will say its nice to deal with someone within the LGBT community. In business dealings this is important and one less thing to worry about.”