About Us
Lasecke Weil, named “One of America’s Top Planners ” by the Consumers Research Council, is a Palo Alto-based firm of professional investment advisers and financial planners devoted to assisting individuals, families, businesses, and non-profit organizations plan and manage their financial affairs and investments.Lasecke Weil Wealth Advisory Group is unusual among financial planning firms, in that we believe that a successful financial plan starts by examining an individual client’s complete “financial life.”
Understanding Your Financial Life
Your “financial life” includes the details of your financial past, such as life-changing events and defining moments that have influenced your current financial status. By understanding your past, we can better prepare your financial future by choosing the right tools and services to meet your unique financial needs. Learning about YOU and your financial life increases the likelihood of us achieving your financial objectives.
We are convinced that your satisfaction with our financial services depends upon our understanding of your values, experience, and goals. We want to know what you would like to accomplish for yourself, your family, and your community. We also want to know what you would like to do, have, experience, and learn in your life. All of this information drives the creation of your plan and portfolio.
We’re sensitive to the fact that personal circumstances can influence your relationship with money. We also understand that everyone faces critical transition in their life at one time or another. We want to know the transitions you expect in your life. At Lasecke Weil, we’re successful because we take time to understand your financial life to best prepare you for a satisfying financial future.
Contact Lasecke Weil Wealth Advisory Group today to begin living your financial life to the fullest.
