Laub Kuhn Wealth Management Group
We strive to provide a high quality wealth management experience that makes the complexities of financial life easy to understand. It is our goal to deliver the full breadth of Merrill's resources, research, & planning tools to our clients and that starts with taking a goals-based approach to wealth management. By focusing on what matters to you on a personal level-such as a child's education, a new home, or income during retirement, our team will help you develop an investment approach that addresses your unique concerns and priorities.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CFP®, CKP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
