Larson Wealth Management, LLC

Larson Wealth Management, LLC Larson Wealth Management is an independent, fiduciary advisor. We work directly for our clients.

Estate plans aren't a 'set it and forget it' document; life changes, and your plan should keep up. 📝A quick annual check...
09/02/2026

Estate plans aren't a 'set it and forget it' document; life changes, and your plan should keep up. 📝

A quick annual check-in can help confirm:
✔ Beneficiaries are up to date
✔ Your plan reflects recent life changes (marriage, grandchildren, moves, etc.)
✔ It's coordinated with your tax advisor
✔ Your wishes are clearly documented, not just assumed

At Larson Wealth Management, we coordinate closely with our clients' tax and estate planning professionals to help make sure wealth transfers according to their wishes.

👉 Visit larsonwm.com or click the link in bio.

When markets get bumpy, moving to cash can feel like the 'safe' choice, but is it? 🤔Myth: A volatile market means it's t...
08/28/2026

When markets get bumpy, moving to cash can feel like the 'safe' choice, but is it? 🤔

Myth: A volatile market means it's time to move to cash.
Fact: Sitting on the sidelines means missing the recovery when it comes, and inflation quietly erodes cash sitting idle.

Long-term, staying invested according to a well-built plan has historically served investors better than reacting to short-term swings.

At Larson Wealth Management, we help clients separate fact from fear, so decisions are based on strategy, not panic.

👉 Visit larsonwm.com or click the link in bio.

Retirement readiness isn't just about how much you've saved; it's about how well your plan is built to support the life ...
08/25/2026

Retirement readiness isn't just about how much you've saved; it's about how well your plan is built to support the life you want. 🧭

Three questions worth asking yourself:
1️⃣ Do I know my real monthly retirement expenses?
2️⃣ Is my portfolio built for income, not just growth?
3️⃣ Have I planned for taxes in retirement, not just before it?

If any of these feel uncertain, that's a good sign it's time for a conversation.

At Larson Wealth Management, we help high-income families in the Phoenix East Valley build retirement plans with clear, confident answers to all three.

👉 Visit larsonwm.com or click the link in bio.

Markets will always have their ups and downs; what matters is having a plan (and a partner) built to handle them. 🤝Our p...
08/21/2026

Markets will always have their ups and downs; what matters is having a plan (and a partner) built to handle them. 🤝

Our process starts with understanding your full financial picture, not just your portfolio, but your goals, your timeline, and your tax and estate planning needs, then coordinating everything into one holistic strategy.

That's how we help high-income families and business owners stay confident, no matter what the market is doing.

👉 Visit larsonwm.com or click the link in bio.

Some investing advice sounds smart until you look closer. 🧠Myth: "Pulling out during a downturn protects your money."Tru...
08/18/2026

Some investing advice sounds smart until you look closer. 🧠

Myth: "Pulling out during a downturn protects your money."

Truth: It often locks in losses and misses the recovery.

Reacting to short-term drops by selling can turn a temporary dip into a permanent loss, and by the time confidence returns, much of the rebound has already happened.

At Larson Wealth Management, we help clients separate fact from fear, so decisions are based on strategy, not panic.

👉 Visit larsonwm.com or click the link in bio.

You've heard the terms "bull market" and "bear market" thrown around, but what do they actually mean for your money? 🐂🐻A...
08/15/2026

You've heard the terms "bull market" and "bear market" thrown around, but what do they actually mean for your money? 🐂🐻

A bull market means prices are rising and confidence is high. A bear market means prices are falling and sentiment turns cautious.

Here's what matters most:
📈 Bull markets reward patience and staying invested
📉 Bear markets test discipline and create long-term buying opportunities

🎯 Your strategy should be built to perform in both

At Larson Wealth Management, we build portfolios designed to weather every market cycle, not just the good ones.

👉 Visit larsonwm.com or click the link in bio.

Building a successful business takes years of hard work, but have you thought about how a retirement plan could help you...
08/12/2026

Building a successful business takes years of hard work, but have you thought about how a retirement plan could help you keep growing? 🏢

A company retirement plan isn't just a benefit for your employees; it's a strategic tool for your business:
✅ Reduce your tax liability
✅ Attract and retain top talent
✅ Increase employee loyalty and productivity
✅ Provide liquid funds outside of the business

Whether you have 2 employees or 50, there's a plan built for you:
📌 SEP IRA — simple, low-cost, high contribution limits
📌 SIMPLE IRA — easy administration for businesses with 100 or fewer employees
📌 401(k) — flexible Traditional or Roth options, ideal for growing teams
📌 Defined Benefit Plan — for maximizing contributions in your highest-earning years

At Larson Wealth Management, we help business owners choose and manage the retirement plan that fits their goals.

👉 Visit larsonwm.com/business-retirement-plans or click the link in bio.

Trying to predict the "perfect" moment to buy or sell? Even professionals rarely get it right. ⏳Study after study shows ...
08/09/2026

Trying to predict the "perfect" moment to buy or sell? Even professionals rarely get it right. ⏳

Study after study shows that time in the market consistently outperforms timing the market.

Here's why:
📈 Missing just the market's 10 best days can significantly reduce long-term returns
🧘 Staying invested removes the guesswork and emotion
🌱 Compound growth needs time, not perfect timing, to work

At Larson Wealth Management, we help clients build strategies designed for decades, not headlines.

👉 Visit larsonwm.com or click the link in bio.

Markets rise. Markets fall. The goal isn't to avoid every storm; it's to build a portfolio that can weather any of them....
08/06/2026

Markets rise. Markets fall. The goal isn't to avoid every storm; it's to build a portfolio that can weather any of them. ⛅

A resilient portfolio includes:
🛡️ Diversification across asset classes and sectors
🛡️ A withdrawal strategy built for market ups and downs
🛡️ Regular check-ins to keep your plan aligned with your goals

At Larson Wealth Management, we design portfolios for high-income families that hold up in any market condition, not just the calm ones.

👉 Visit larsonwm.com or click the link in bio.

Every time the Federal Reserve meets, headlines light up, but what does it actually mean for your investments? 🏛️Interes...
08/03/2026

Every time the Federal Reserve meets, headlines light up, but what does it actually mean for your investments? 🏛️

Interest rate decisions ripple through nearly every corner of the market, from bond yields to stock valuations to borrowing costs.

What to know:
📉 Rate cuts can boost stock prices but may signal economic caution
📈 Rate hikes can strengthen returns on cash and bonds but pressure growth stocks
🎯 A well-diversified portfolio is built to adapt either way

At Larson Wealth Management, we monitor macro shifts so your strategy stays aligned with the bigger picture.

👉 Visit larsonwm.com or click the link in bio.

Address

4500 S. Lakeshore Drive , Suite 342
Tempe, AZ
85282

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14806995540

Website

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