Cherry Laska

We focus on developing true meaningful relationships with all our clients and their families.

Our team specializes in providing our clients with highly personalized, comprehensive, full-service financial planning, portfolio management, estate planning, tax strategy and more. Helping You Pursue True Wealth

We work with families, women and business owners to reach their financial and life goals by crafting effective and personalized financial plans. Because True Wealth is more than just mon

ey – it’s peace of mind and the ability to focus on what means the most to you and your loved ones. We deliver coordinated wealth management in plain language to support and educate our clients, so they can live their lives with confidence and a healthy mindset about their financial situation. Meet Cherry

Cherry Laska is a CERTIFIED FINANCIAL PLANNER™ who has dedicated her life to serving her country and community. She is a passionate female advocate and focuses on sharing her professional and experiential knowledge, gained through a diverse background, to provide clients with comprehensive wealth management and concierge-level service. After earning her degree from Florida Tech as a distinguished military graduate, she proudly served as a U.S. Army Aviation Officer, leading soldiers and flying helicopters and reconnaissance aircraft assigned to the Military Intelligence Unit. In addition to her financial services career, Cherry built a socially and economically responsible education services company that provided tutoring to underprivileged children throughout Florida. She has also spent time as a stay-at-home mom and helped build youth sports programs. In February 2020, she published her first novel, Smoke Reactivated. Cherry develops lifelong client-advisor relationships and considers each person’s unique situation while serving as a fiduciary and guiding individuals and families through the wealth management process. She specializes in delivering holistic, forward-thinking solutions that integrate sound retirement planning along with wealth transfer strategies in coordination with tax and legal advisors. Cherry has three grown children and lives in Winter Park, Florida, with her husband, Steve. In her downtime, she enjoys golfing, reading, writing fiction thriller novels, cooking and spending time with her family and friends. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

05/21/2026

https://youtu.be/9kRrkDzZEKo

In this episode, Matt Gomoll (Senior Wealth Advisor & Partner, MBA, CEPA, CEP) and Steve Laska (Managing Partner) investigate the driving forces behind unsu...

05/04/2026

Here’s the link to the newest Plain Talk on Reserve Currencies, Stablecoin, and more:

1 like. "The U.S. Dollar's Reserve Currency Status, the Bond Market, and Stablecoin | Trillium Wealth Podcast"

12/08/2024

A fun night in NYC.

07/12/2024

I am excited to share some important news with you. Our commitment to serving our clients across generations has driven us to evolve, and today, I am proud to introduce you to our new brand: Trillium Wealth.

Trillium Wealth represents a transformation inspired by the feedback and insights from our esteemed clients. Over the years, we have listened closely to their needs and aspirations, and we are making these changes to better reflect the values and goals of the diverse families we serve.

Our new name, Trillium Wealth, is a tribute to the trillium flower, which symbolizes growth, harmony, and a bright future—values that resonate deeply with our mission. The three petals of the trillium flower also represent the multi-generational nature of our client relationships, encompassing the wisdom of the past, the strength of the present, and the promise of the future.

Central to our new brand is our logo, featuring a lion. The lion is a powerful symbol of family and leadership, embodying the qualities of strength, courage, and protection. Just as a lion leads its pride with unwavering dedication, we are committed to guiding your family through all stages of wealth management with the same level of steadfastness and care.

At Trillium Wealth, we remain dedicated to providing our clients with the highest standard of personalized service and innovative financial solutions. Our rebranding is not just a change in appearance but a renewed pledge to our core values of trust, integrity, and excellence.

04/03/2024

I am so pleased to welcome Katie McGuire to our team. Katie has been a friend for a while and I've seen her expertise in action. Now she is putting it to work for our clients! Looking forward to working with such dedicated, talent woman.

01/17/2024

Second marriages bring joy and new opportunities. They also can create complex financial challenges. Here are five areas newly blended families should consider as they navigate these changing family dynamics. https://bit.ly/3OoYEgp

01/16/2024

Look ahead to 2024 through the eyes of Carson’s Investment Research team. Will there be chances of a recession? How might stocks perform? All this and more in the Weekly Market Update. https://bit.ly/3tU2ND0

01/13/2024

Use our goal planning checklist to help you decide when it's time to contact your advisor to update your financial plan. https://bit.ly/48L3GfL

01/12/2024

Financial planning in your 20s differs greatly from planning in your 50s. Learn how your financial plan will change over your lifetime. https://bit.ly/41T1O2c

01/11/2024

All in all, 2023 was another banner year for job creation, with the addition of 2.7 million jobs. What will happen in 2024? Read our take in the Weekly Market Commentary. https://bit.ly/41T6Rjy

Address

230 S New York Avenue Suite 200
Winter Park, FL
32789

Website

https://www.trillium-wealth.com/, https://www.linkedin.com/in/cherry-laska-cfp%C2%AE-44694411/

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