Personalized Portfolio Management

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Personalized Portfolio Management

•Match investment strategy to goals and values.
•No cookie-cutter models
•Conservative to an aggressive points of view.
•Core holdings mostly indexed instruments.
•Carefully selected actively managed mutual funds added Can include Environmental, Social, and Governance (ESR) investing
Screen for good social records: products or services have immediate, positive impact on society’s major challenges.
Respect individual needs

Lasecke Weil provides professional investment management, retirement planning, and tax planning services with offices in Palo Alto and Campbell - San Jose CA. Lasecke Weil's staff of qualified financial planners is dedicated to providing you with a personalized approach to money management. Each financial advisor on staff is trained to serve as your personal money manager offering expert advice on investment management, retirement planning, tax planning, wealth management, and more.

Silicon Valley Financial Planner - Lasecke Weil, LLC Serves: Palo Alto, Menlo Park and the San Francisco Bay Area Peninsula. New offices in Campbell serve Sunnyvale, Santa Clara, Los Gatos, San Jose CA, and the San Francisco South Bay Area. Member of the National Association of Personal Financial Advisors.

This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

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Silicon Valley Financial Advisors - Lasecke Weil, LLC - Palo Alto - Campbell - Santa Clara - San Jose CA.