Holistic Wealth Management

We believe there is some truth to the saying ‘jack of all trades, master of none’. As such, we have developed an expansive network of local professionals to assist us with adjacent planning solutions. As your ‘financial quarterback’, we are happy to provide introductions when appropriate.

Our team is proud of its over 100 years of collective investment expertise.  We have the in-house experience, depth and complementary skills necessary to provide the customized investment management services you need.  In addition, for almost thirty years, we have developed an expansive, outside local network of expert practitioners to assist you with your holistic and comprehensive financial planning needs.  These experts specialize in the complex areas of estate planning, tax law, legal services, asset protection and philanthropic gifting.  

Your LaFleur & Godfrey portfolio manager can coordinate all meetings and act as a financial quarterback on your behalf.  We believe that our collaborative wealth management process has been instrumental in successfully managing multiple generations of client assets over time.  Fulfilling your desired legacy is our ultimate goal.  We aim to give you the peace of mind you deserve.