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Welcome to Lasecke Weil Wealth Advisory Group. Founded in 1992, Lasecke Weil Wealth Advisory Group, LLC is an independent fee only Wealth Advisory Firm located in Palo Alto and Campbell, California. We are a registered Investment Advisor that is committed to act as your fiduciary. Client needs are our highest priority. As a fee only advisor, we are independent and unbiased. We receive no commission compensation and sell no proprietary products. We provide comprehensive, goal-based financial planning on an hourly basis and fee only Investment Management services. We believe that Financial Planning is the basis upon which sound financial decisions are made. As a cornerstone of our services, we believe that financial planning should compliment your investment needs. We want to ensure that your goals are met with the least amount of investment risk. Financial planning facilitates the growth, preservation and distribution of your financial resources. We charge a fee for comprehensive, goal-driven Financial Planning. As a Financial Management client that hires us to manage your investments, you will receive financial planning updates at no charge for as long as we manage your finances. The same team of competent, caring professionals that work with you on your financial plan is the same team that manages your portfolio. In this way, we are able to deliver precisely the level of risk and portfolio allocation determined through the planning process. This is a unique value add specific to Lasecke Weil Wealth Advisory Group. |
