Fee-only —We are a fee-only Registered Investment Advisor, which means we provide financial planning services on an hourly basis and investment management as a percentage of assets managed. We receive no commission compensation and sell no proprietary products.
Fiduciary Standard —We are committed to acting as our clients’ fiduciary. As a fee-only firm, we are independent, unbiased, and able to provide the best advice possible without influence from outside interests. Our clients’ needs are always our highest priority.
Client Focus —Our focus is on learning about YOU and your financial life, enabling us to increase the likelihood of achieving your financial objectives. We are convinced that your satisfaction with our service depends upon our understanding of your values, experience, and goals.
Our Process —Our team of competent, caring professionals will work with you on both your financial plan and your investment portfolio. Our nine step process ensures that your assets are allocated with only the risk necessary to achieve your goals. In this way, we are able to deliver the correct portfolio allocation and associated risk necessary for you to achieve your goals as determined through the planning process.
Providing Answers to your Financial Questions
•Do I have enough money saved to live comfortably during retirement?
•Is my family properly protected in the event of a disability or death?
•Are my investments aligned with my life goals?
•Am I receiving the right tax planning and estate planning advice?
•How should I change my investment strategy through the different stages of my life?
•Am I investing with companies that have a positive impact on society’s major challenges?
•Am I receiving prudent investment advice?
•Is my advisor acting in my best interest as a fiduciary?
Lasecke Weil Wealth Advisory Group, LLC
624 University Avenue Palo Alto, CA 94301-2019 Phone: 650-323-3700
51 E. Campbell Avenue, Ste 146 Campbell, CA 95008-2053 Phone: 408-688-0888
E-mail:
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Web: www.laseckeweil.com
Learn More About Us
New Campbell Office