Larsen Wealth Management

Specialties

My name is Roy Larsen and I am a Certified Financial Planner™ practitioner, LPL branch manager and the owner of Larsen Wealth Management. My small boutique firm caters to a select group of families in multiple states and we are fully supported by LPL Financial, the largest independent brokerage firm in the United States. In short, we specialize in what I call «irreplaceable capital» and work exclusively with those ages 50 and over either planning for or living in semi-​retirement or retirement. We address every issue that one would have to deal with in hopefully increasing your odds of making your desired retirement structure, a successful one. My expertise includes tax efficiency, appropriate asset management for the age group we work with, income and harvesting strategies, health, estate and much more. I include many high end extras to help you simplify your financial life and stay organized.

History

Established in 2006.

Roy Larsen, a financial advisor since 2000 at AG Edwards and Sons started his own firm in 2006 to focus more on the client and their needs versus the multiple interests of Wall Street firms and their shareholders. Now fully independent, Roy, a Certified Financial Planner practitioner provides wealth management services that include investment advisory, financial planning and insurance strategies exclusively to those age 50 and above. Roy is fully supported by LPL Financial, the largest independent brokerage firm in the United States.

Meet the Business Owner

Roy L.

Business Owner

Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the firm. Thus, Larsen Wealth Management offers primarily fee-​based arrangements which focus on the client only and their very specific issues and needs.

Roy has had a love for studying the markets since the age of 18 and has always considered investing more of an art than a science. His investment philosophy blends various forms of fundamental and technical analysis and he uses his keen understanding of highly complex market theories, tools and strategies to create custom asset allocations. Most importantly he presents this information in a «user friendly» format to his clients free from industry jargon.

Roy graduated from Temple University and received