Larson Wealth Management, Llc

The firm provides financial planning, consulting, and discretionary investment management to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include written financial plans and implementation support, with portfolio management across stocks, bonds, mutual funds, exchange‑traded funds, variable life and annuity contracts, and other securities.

Investment decisions draw on multiple analysis methods — including fundamental, technical, charting and cyclical analysis — and managed accounts are monitored on a continuous basis, with the option to delegate portions of assets to third‑party managers. The firm also employs derivatives exposure in separately managed accounts (for example, leveraged and inverse ETFs used selectively as short‑term hedges) and limits such positions to a small portion of a portfolio.

Notably, one of the firm’s principals is a licensed independent insurance agent, and the firm routinely integrates insurance analysis and product placement into its planning and implementation services, an arrangement that is uncommon among peers. The brochure discloses supervisory procedures, a code of ethics, and referral arrangements intended to manage conflicts that can arise from personal trading, brokerage and insurance relationships, and custodial services.