1990 Main Street, Suite 750, Sarasota, FL 34236

913 338-2400
Jeff@Lashleywm.com
Account Access


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 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.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Learn More
How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More

More information you can use

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
Learn More

What our team has to say:

"We believe we distinguish ourselves with our experience and our 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 Director

Jeffrey R. Lashley

Jeffrey R. Lashley

Managing Principal | Private Investment Management I Chief Compliance Officer

jeff@lashleywm.com

Madison G. Lashley

Madison G. Lashley

Marketing Director

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