The Lasecke Weil Wealth Advisory Group, LLC, Palo Alto,CA
Thank you for your interest in the services of our firm. What follows is information on what we do as investment advisers and financial planners, our qualifications, and our fee structure. Our clients tell us that we take most of the fear and confusion out of managing finances. We provide a high level of very personal service and comfort to a limited number of people, helping them list their goals, organize their financial affairs, manage their investments and follow through cost-effectively on all the details. We focus specifically on those individuals whose financial situations require a high level of expertise, coordination and analytical sophistication; those who are serious about accumulating and preserving wealth. Our clients face mid-life financial pressures, time poverty, and an overload of investment information. Our purpose is to provide our clients with wise counsel in the management of their financial affairs so that they may experience satisfaction and peace of mind. We begin by taking you through a gentle information-gathering process to discover where you are and where you want to go financially.