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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.   

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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 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.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
Learn More
How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
Learn More
Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
Learn More

More information you can use

What our team has to say:

Jeffrey R. Lashley

Managing Principal | Private Investment Management

Jeff@Lashleywm.com

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