Laura Bereiter (CFP®, CPA, PFS™)
Laura Bereiter focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
What I Do
I simplify the complexities of wealth. Using a decade of tax and financial planning experience, I'll help you manage the most dynamic and obscure parts of your financial life. My expertise combines the holistic understanding of financial planning and deep knowledge of tax so we can work together to create a plan that works for you. I'll give you the information and tools to make informed decisions on the path towards reaching your life goals.
Additional Information
Who I Work With
You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.
What Makes Us Different
As a private, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.
NAPFA Start Date
July 16, 2020
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