Helping you manage your finances for a smooth retirement
Our Values
Laminar Wealth is built on the core values of integrity, transparency, and personalized guidance. We believe in building lasting client relationships based on trust and open communication. We are dedicated to empowering our clients to make informed financial decisions as they navigate the complexities of retirement.
Who We Serve
Our services are designed for individuals and couples who:
- Are approaching retirement or are already retired
- Seek ongoing support and guidance with financial planning and investment management
- Have accumulated wealth of at least $1.5 million
- Withdraw less than 3% of their portfolio balance annually to support lifestyle spending
What We Do
We offer a comprehensive suite of services to meet your individual financial needs, including:
1. Life Planning Meeting
This introductory session is designed to get to know you, understand your financial goals and values, and establish a foundation for our collaboration.
2. Financial Planning Meeting
Together, we will develop a customized roadmap for your financial life, including:
- Retirement planning and investment strategies
- Tax optimization planning
- Estate and legacy planning
- Cash flow management and budgeting
3. Ongoing Advisory Services
We will work with you on an ongoing basis to:
- Monitor and review your financial plan
- Adjust for changing life events and goals
- Make necessary adjustments to your investments and tax strategies
- Provide ongoing guidance and support
Our Team
Laminar Wealth is a team of experienced and passionate financial professionals led by Mary and David Oransky. We are committed to providing personalized, comprehensive planning and investment management services that align with your individual needs and aspirations.
Schedule a Consultation Today
If you are ready to take control of your financial future, schedule a complimentary consultation with Laminar Wealth today. We would be honored to work with you and guide you on your journey to financial freedom and fulfillment.
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