What is your plan or vision of the future? 

How will you make it happen?
 

Our mission is to provide a holistic customized planning-based approach to formulate a long-term plan and solution to retirement income, family legacy and estate planning strategies, professional portfolio management, risk management, and wealth preservation.
 
It begins with developing a customized plan that we create together to manage and monitor your wealth.

Discover and understand your financial goals and objectives

Gather your information for review

Develop a custom long-term investment plan

Professional Portfolio Management

Timely professional service

With more than half of our clients working in the healthcare profession, we also enjoy working with a broad spectrum of executives, business owners, and entrepreneurs throughout the country.  We believe we distinguish ourselves with our experience and superior personal service.
 
Lashley Wealth Management provides independent, wealth management advice and services to a select and limited number of individuals, families and foundations with offices in Leawood, Kansas and Sarasota, Florida.
 
Let’s start the conversation today and design your future and make it reality!  Let’s start developing your personalized solutions and strategies and connect.  Call me direct or send me an email today.
 
[email protected] | (941) 952-5444 or (913) 338-2400

From Dreams… To Goals… To Flexibility… To Confidence

My goal is to help you take a proactive approach to your personal financial situation. I am dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.
Lashley Wealth Management

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, KS, MO, NC, NY, SD, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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