Larson Wealth Management, LLC

Larson Wealth Management, LLC Larson Wealth Management is an independent, fiduciary advisor. We work directly for our clients.

This week is dedicated to Retirement Security, so let's ask the honest question: how ready are you, really? 🧭A few signs...
09/23/2026

This week is dedicated to Retirement Security, so let's ask the honest question: how ready are you, really? 🧭

A few signs your retirement plan may need a closer look:
🔹 You're not sure how much income your savings will actually generate
🔹 Your investment mix hasn't changed in years, regardless of the market
🔹 You haven't stress-tested your plan against inflation or healthcare costs

At Larson Wealth Management, we help high-income families in the Phoenix East Valley turn "I think I'm ready" into a confident, documented plan.

👉 Visit larsonwm.com or click the link in bio.

It's tempting to want to 'wait for things to calm down' before investing, but history shows that waiting often costs mor...
09/21/2026

It's tempting to want to 'wait for things to calm down' before investing, but history shows that waiting often costs more than staying invested. ⏳

Missing even a handful of the market's best days can meaningfully impact long-term returns, and those best days often come right after the most volatile ones.

At Larson Wealth Management, we help clients build a plan that doesn't depend on guessing the market's next move.

👉 Visit larsonwm.com or click the link in bio.

Some investing myths are scarier than the market itself. 👻 Myth: A market dip means it's time to sell.✅ Truth: Reacting ...
09/20/2026

Some investing myths are scarier than the market itself.

👻 Myth: A market dip means it's time to sell.
✅ Truth: Reacting emotionally is often riskier than riding it out.

At Larson Wealth Management, we help you separate the tricks from the treats when it comes to your financial future.

👉 Visit larsonwm.com or click the link in bio.

If you're worried about tax rates climbing in the future, one of the best long-term moves you can make today is maximizi...
09/17/2026

If you're worried about tax rates climbing in the future, one of the best long-term moves you can make today is maximizing your Roth IRA contributions. 🔑

Unlike traditional retirement accounts, Roth IRAs are funded with after-tax dollars, which means qualified withdrawals in retirement are completely tax-free, no matter what future tax rates look like.

The earlier you start, the more time your contributions have to grow tax-free.

At Larson Wealth Management, we help clients build tax-efficient retirement income, starting with strategies like this one.

👉 Visit larsonwm.com or click the link in bio.

Is your Social Security strategy built on myths? September is Social Security Awareness Month, and misinformation could ...
09/15/2026

Is your Social Security strategy built on myths? September is Social Security Awareness Month, and misinformation could be costing you thousands. 📢

Claiming age: Claiming right at 62 feels safe, but waiting past it, even to age 70, can significantly raise your monthly benefit.

Lifestyle coverage: Social Security isn't designed to fund your whole retirement. For most high-income families, it covers only part of the picture.

Spousal impact: Your claiming decision isn't just about you; it directly shapes spousal and survivor benefits down the line.

At Larson Wealth Management, we help you build a Social Security strategy that works with your bigger financial picture.

👉 Visit larsonwm.com or click the link in bio.

Changed jobs recently? Don't forget about the 401(k) balance you left behind. 💼Many people assume it stays 'managed' aft...
09/14/2026

Changed jobs recently? Don't forget about the 401(k) balance you left behind. 💼

Many people assume it stays 'managed' after they leave, but in most cases, it just sits exactly as you left it, still charging fees, with no one actively watching it.

You actually have four options:
🏦 Keep it in the old plan
💵 Cash it out (and pay the tax bill)
📈 Roll it into an advisor-managed IRA
🧩 Roll it into a self-managed IRA

Each comes with real trade-offs, for taxes, fees, and how hands-on you want to be.

At Larson Wealth Management, we help clients evaluate their old 401(k) options and roll over into an IRA when it makes sense, without triggering a taxable withdrawal.

👉 Visit larsonwm.com or click the link in bio.

This is National Estate Planning Awareness Week, a good reminder that a plan made years ago may no longer reflect your l...
09/14/2026

This is National Estate Planning Awareness Week, a good reminder that a plan made years ago may no longer reflect your life today. 🕊️

Ask yourself:
🔹 Has your family situation changed since your documents were last updated?
🔹 Are your beneficiary designations still accurate?
🔹 Does your plan reflect your current wishes for your wealth and your legacy?

At Larson Wealth Management, we coordinate directly with your estate planning attorney to make sure your investment strategy and your legacy plan move in the same direction.

👉 Visit larsonwm.com or click the link in bio.

Contribute. Consistency. Compound. That's the quiet formula behind every strong 401(k). 💼September 11th is National 401(...
09/11/2026

Contribute. Consistency. Compound. That's the quiet formula behind every strong 401(k). 💼

September 11th is National 401(k) Day, the perfect nudge to ask: is your account still working as hard as you are?

A few minutes today could make a real difference tomorrow:
🔹 Are your contributions keeping pace with your goals?
🔹 Is your allocation still aligned with your risk tolerance?
🔹 Have you checked for old 401(k)s from previous employers?

At Larson Wealth Management, we help high-income families in the Phoenix East Valley turn scattered retirement accounts into one clear, coordinated strategy.

👉 Visit larsonwm.com or click the link in bio.

Year-end is one of the best times to make a few small moves that can pay off at tax time. 🍁A quick check-in worth doing ...
09/08/2026

Year-end is one of the best times to make a few small moves that can pay off at tax time. 🍁

A quick check-in worth doing before December 31:
✔ Maximize retirement account contributions, including Roth IRA
✔ Review any realized gains or losses
✔ Confirm required minimum distributions, if applicable
✔ Talk with your tax advisor before the year closes out

With tax rates widely expected to rise in the years ahead, using every available strategy today matters more than ever.

At Larson Wealth Management, we coordinate with our clients' tax advisors to help make the most of moves like these.

👉 Visit larsonwm.com or click the link in bio.

Estate plans aren't a 'set it and forget it' document; life changes, and your plan should keep up. 📝A quick annual check...
09/02/2026

Estate plans aren't a 'set it and forget it' document; life changes, and your plan should keep up. 📝

A quick annual check-in can help confirm:
✔ Beneficiaries are up to date
✔ Your plan reflects recent life changes (marriage, grandchildren, moves, etc.)
✔ It's coordinated with your tax advisor
✔ Your wishes are clearly documented, not just assumed

At Larson Wealth Management, we coordinate closely with our clients' tax and estate planning professionals to help make sure wealth transfers according to their wishes.

👉 Visit larsonwm.com or click the link in bio.

Address

4500 S. Lakeshore Drive , Suite 342
Tempe, AZ
85282

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14806995540

Website

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