1990 Main Street,
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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
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.
Curated articles, videos, and more for a financially savvier you.
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"We believe we distinguish ourselves with our experience and superior personalservice.”
“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.”