What Kind Of Legacy Will I Leave?

Holistic Planning Solutions

We believe there is some truth to the saying ‘Jack of all trades, master of none.’ Over the years, we have realized that multigenerational family wealth often requires expert advice and sophisticated solutions. To accommodate our clients’ ever-changing needs, we have developed an expansive network of local professionals to assist us with adjacent planning solutions outside of our money management services. These experts specialize in the areas of tax, legal, estate planning, insurance and philanthropy to name a few. As your financial quarterback, we are happy to provide introductions when appropriate.

Our Focus Partnership

Joining the Focus Partnership Has Given Us a Deeper Bench

LaFleur & Godfrey Private Wealth Management joined the Focus partnership (www.focusfinancialpartners.com) in 2013 – a
leading international partnership of independent, fiduciary wealth management firms.

This partnership provides LaFleur & Godfrey with unrivaled access to the investment knowledge base, operational expertise and industry best practices of some of the best-led registered investment advisory firms (RIAs) in the industry.

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