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.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Learn More
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Learn More
Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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

Have a Question?

Thank you!
Oops!