Lawter-O'Toole Wealth Management, LLC

Lawter-O'Toole Wealth Management, LLC We consult and collaborate with you to plan for your financial future. I have been working with individuals and businesses in the area since 1991.

I am able to offer full service financial planning with Series 6, 7, 63, & 65 securities licenses as well as Life, Health, & Disability insurance licenses. I have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP certification marks in accordance with CFP Board certification and renewal requirements. The CFP marks iden

tify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. I have earned the Retirement Income Certified Professional (RICP) professional designation from The American College of Financial Services, Pa. The RICP is an advanced designation appropriate for individuals working in the retirement income planning field and for those with a general background in financial services. I am dedicated to developing lasting relationships with all my clients. I believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Lawter-O'Toole Wealth Management is my commitment to provide clear, easily understood explanations of financial products and services. The personalized program that I work with you to develop is a roadmap that can help you work towards a more secure financial future. I am looking forward to using my experience to help you pursue your financial goals

03/04/2026

money.com

11/11/2025
Why target date solutions can be an effective way to achieve retirement success.
08/13/2025

Why target date solutions can be an effective way to achieve retirement success.

wsj.com

The Federal Reserve kept interest rates the same in May, saying there's still too much uncertainty—especially around tra...
05/13/2025

The Federal Reserve kept interest rates the same in May, saying there's still too much uncertainty—especially around trade and the economy. Some economic signals look weak, while others remain strong, so the Fed is choosing to wait and see before making any big moves. That likely means any interest rate cuts won't come until later in 2025.
Read more in Principal Asset Management's latest market response.
➡️https://www.principalam.com/insights/macro-views/may-fomc-meeting-waiting-more-clarity

I'm offering a complimentary financial review for families and individuals. If you're looking to refine your goals or ga...
05/06/2025

I'm offering a complimentary financial review for families and individuals. If you're looking to refine your goals or gain more confidence in your plan, let's connect for a personalized consultation. Reach out today to take the next step toward your financial future!

For women, who statistically live longer than men and are more likely to rely on Social Security for a larger portion of...
04/22/2025

For women, who statistically live longer than men and are more likely to rely on Social Security for a larger portion of their retirement income, the increased FRA means more years of working or a greater need for careful financial planning, adds Gustafson

miamiherald.com

04/21/2025

bc.edu

04/20/2025

Find out more...

04/19/2025

President Trump has authorized major tariff actions with more likely to come.

04/18/2025

President Trump's newest tariffs have shaken the stock market. What should you do?

Address

1305 S. Governors Avenue
Dover, DE
19904

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13027366065

Website

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