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1990 Main Street, Suite 750, Sarasota, FL 34236

913 338-2400
Jeff@Lashleywm.com
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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient.  Let's talk today about you and your financial strategy and become better acquainted with what is important to you.   

Let's Talk

Our Services

Lashley Wealth Management provides independent, wealth management advice and services to a select and limited number of individuals, families and foundations across the United States with our main office located in downtown Sarasota, Florida.

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.

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.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

We look forward to helping you and your loved ones explore their financial goals.

Monetizing your life's work!

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 us direct or send us an email.

Contact Us

Helpful content

Curated articles, videos, and more for a financially savvier you.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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More information you can use

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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What our team has to say:

"We believe we distinguish ourselves with our experience and superior personal
service.”


“We help clients monetize their life’s work…

Then create a plan to grow it, protect it, pass it on,

So they can sleep well at night and spend each day living their dreams."


"We are a local family office and we have been where you are, that’s why you want to work with us.”


Emma K. Lashley

Emma K. Lashley

Operations Manager

Emma@Lashleywm.com

Jeffrey R. Lashley

Jeffrey R. Lashley
Managing Principal | Managing Director | Private Investment Management

Jeff@Lashleywm.com

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