L.A. Wealth Management

05/22/2026

This Memorial Day, LA Wealth thanks our service members for their service and sacrifice.

05/10/2026

You carry the weight of the world every day, so today, it's our turn to carry you! (With a little help from our friend, AI 😉) Happy Mother's Day to the amazing moms who hold everything together. We'd be lost without you! 💕 P.S. A special shoutout to Marla, our team's next Super Mom-to-be!

04/03/2026

"Don't put all your eggs in one basket" - THE Easter Bunny

Have a wonderful Easter weekend. Our offices will be closed on April 3rd observance of Good Friday.

03/17/2026

We're so excited to welcome Marla to our team! Marla comes to us with over 8 years of experience in the financial planning industry. She finds deep fulfillment in supporting clients through life’s major milestones - both the planned and the unexpected. Known for her attention to detail, her primary goal is to provide seamless operational support, ensuring every client interaction is as efficient as it is enjoyable. When not working you can find her at home baking, reading, and taking long weekends to be outdoors with her husband. She'll also willing to drive irrational distances for a good light roast!

03/07/2026

You're at the top of your game. You're an expert in your field, and you don't have time for a "second job" as a market analyst. Yet, you feel it: low-grade anxiety. You see headlines about "The Magnificent 7" and wonder if your 401(k) is missing out. You hear about crypto or AI and wonder if you're being irresponsible by not participating.
Here is the single most important truth we share with our clients: The financial media is a 'Distraction Machine.' Its job is to generate clicks and anxiety. Our job is to build your filter. This is a professional's guide to filtering "Noise" from "Signal."

Click the link below to learn more about the FIRE and FOMO movements
www.lawealthmanagement.com/lawm-blog/2026/3/6/from-fang-to-fomo-a-high-earners-guide-to-financial-noise

11/25/2025

11/11/2025

It's too funny. Had to share 😂
https://www.instagram.com/p/DQ4_nB8Eq7H/?igsh=MzRlODBiNWFlZA==

09/25/2025

If you’ve changed jobs a few times or opened investment accounts with different providers over the years, chances are your financial life is more scattered than you’d like. Old 401(k)s here, a brokerage account there, maybe a rollover IRA you forgot about… it adds up. And while it might not seem urgent, consolidating your accounts can be one of the most powerful steps you can take to bring clarity, confidence, and control to your financial plan.

Here are five key reasons why consolidation matters—mentally and financially:

By Laurie Allen, CFP® | LA Wealth Management If you’ve changed jobs a few times or opened investment accounts with different providers over the years, chances are your financial life is more scattered than you’d like. Old 401(k)s here, a brokerage account there, maybe a rollover IRA you forgo

09/19/2025

Congress just passed a sweeping new tax package—the One Big Beautiful Bill (OBBB)—which introduces several key changes that may directly affect your financial plan. Whether you're raising a family, planning for retirement, or helping support aging parents, these provisions offer both new opportunities and new planning considerations.

Here’s a breakdown of what’s changing—and how it could impact you:

By Laurie Allen, CFP® | LA Wealth Management Congress just passed a sweeping new tax package—the One Big Beautiful Bill (OBBB) —which introduces several key changes that may directly affect your financial plan. Whether you're raising a family, planning for retirement, or helping support agin

09/08/2025

Absolutely love geeking out listening to Michael Kitces speak at the Future Proof event. Spending the day in beautiful Huntington Beach feeding my mind and getting ideas about the future of financial planning and how we can beat serve our incredible clients 🤓🧠📊