With over two decades of experience and more than 300 clients served in 15 states, Laury Wealth Management looks to deliver trusted, relationship-focused financial guidance tailored to every stage of life.
At Laury Wealth Management, located in Radnor, Pennsylvania, we deliver tailored wealth management solutions grounded in personalized attention, and a high standard of care and good faith. Whether you’re building a retirement nest egg, stewarding a multigenerational legacy, or protecting your family and business, our approach is comprehensive, client‑centered, and outcome driven.
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Your financial world is complex—and planning for it takes more than spreadsheets and projections. Whether you’re seeking guidance on investments or insurance or want a plan that brings every part of your financial life together, we’ll meet you where you are and help you move forward with clarity.
If you’ve ever wondered, “Can I buy this home and still retire when I want?” or “Am I saving enough for my kids’ college without sacrificing my own goals?”—our fee-based planning process gives you the insight and confidence to make smart, intentional choices.
We start by getting to know you—your goals, values, and what’s most important in the chapters ahead. Career transitions, legacy wishes, family milestones—we want to understand it all. From there, we turn your vision into measurable goals you can track, like funding education, retiring on your timeline, or supporting causes you care about.
Once your priorities are defined, we create a plan that helps you move toward them with confidence. Through our ongoing financial planning relationship, our goal is to provide you with meaningful financial advice that will help instill confidence in your ability to meet your evolving goals as you move through the various stages of your life. We identify risks early and adapt quickly—so you stay focused on what’s possible, not what’s uncertain.
Life changes—and your plan should, too. Through regular check-ins, we measure progress, fine-tune strategies, and help you stay aligned with your goals as your circumstances evolve. Whether it’s a new career, business expansion, marriage, or major life event, we’ll be right there to guide the next move.
Protecting your wealth is just as important as growing it. Unexpected events can derail even the best-laid plans. Our risk management services focus on mitigating those uncertainties.
We evaluate your personal and family needs to propose the right mix of life insurance—Term, Whole, Universal, or Variable. We help ensure your family’s financial well‑being even if the unexpected occurs.
for cost-effective, temporary coverage
for lifetime protection and potential cash value accumulation
Your ability to earn income is often your greatest asset. We design disability income insurance solutions that kick in if you can’t work. We offer guidance on approaches to address potential future care expenses while exploring strategies to help preserve wealth for your heirs.
If you own or co-own a business, we help you structure buy‑sell agreements, key‑person insurance, or continuity strategies so the business—and its value—continues with minimal disruption. We also evaluate fixed and fixed-index annuities in situations where lifetime income guarantees or capital protection are central to your strategy.
With protection in place, we focus on building and managing your investable assets in a tax-aware, diversified, and growth-oriented manner.
We build portfolios tailored to your risk tolerance, time horizon, and goals. We emphasize diversification across asset classes, style factors, and geographies to reduce concentration risk. At the same time, we overlay tax-aware strategies (tax-loss harvesting, municipal bonds, tax-efficient funds) to improve your after-tax returns.
If you’re focused on transferring wealth across generations, we help you craft investment strategies and structures that reflect your family’s values. From trusts and gifting strategies to philanthropic vehicles, we integrate your investment plan with your legacy goals.
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
We support accounts of all types:
Retirement accounts (Traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs)
Brokerage / taxable accounts
Variable annuities (where appropriate)
529 education plans for children’s schooling
We maintain cohesive strategies across multiple accounts to help ensure your total wealth approach remains aligned.
With over two decades of experience and more than 300 clients served in 15 states, Laury Wealth Management looks to deliver trusted, relationship-focused financial guidance tailored to every stage of life.
Our recommendations are rooted in your best interests. We aim for clarity in fees, performance expectations, and factors to weigh for each strategy.
We aim to provide you with an objective, unemotional assessment of your finances, which can be an invaluable aid in helping you make sound financial decisions.
We value our client relationships. We don’t just build plans—we walk with you through every market cycle, life change, and milestone.
Are you ready for a financial future shaped by purpose, protection, and growth? Let’s begin the conversation. Contact us today for a complimentary consultation online or at our Radnor office. Together, we’ll map your path forward—so your wealth supports your life, not the other way around.
