Larson Wealth Management, LLC

05/28/2026

Most people think wealth management is just investing. But true financial security requires all the pieces working together. 🔗

At Larson Wealth Management, we take a holistic approach, meaning we don't just manage your portfolio. We coordinate directly with your tax advisors and estate planning professionals to make sure your wealth grows, is protected from unnecessary taxes, and is eventually transferred exactly according to your wishes.

For high-income families in the Phoenix East Valley, this kind of integrated planning isn't a luxury; it's a necessity.

💼 Curious what a holistic plan looks like for your family?
👉 Visit larsonwm.com or click the link in bio.

05/27/2026

Most people hire a financial advisor without asking a single hard question. 😬 Don't make that mistake.

Before you trust someone with your retirement, your family's future, and everything you've built, ask these 5 questions first:

✅ "Are you a fiduciary?" — They must be legally required to put YOUR interests first. Always.
✅ "Are you a Certified Financial Planner™?" — The CFP® designation means rigorous training, strict ethics, and deep expertise.
✅ "Do you coordinate with my tax advisor?" — Your investments and tax strategy need to work together. If your advisor isn't thinking about taxes, you're paying more than you should.
✅ "Do you help with estate planning?" — Your wealth should transfer to your family exactly the way you intend. A real wealth manager makes sure that happens.
✅ "Will you build a plan around my whole life?" — Not a generic portfolio. A strategy built around your goals, your timeline, and your family.

At Larson Wealth Management, the answer to every one of these is yes.

👉 Ready to work with an advisor who checks every box?
Visit larsonwm.com or click the link in bio.

05/25/2026

Summer historically brings increased market uncertainty, earnings seasons, Fed decisions, and shifting economic data, which can all create noise. 📊

The question isn't whether volatility will happen. It's whether your portfolio is positioned to weather it. At Larson Wealth Management, we proactively manage your investments to limit downside while keeping your long-term goals on track.

👉 Not sure where you stand? Let's talk.
🔗 Link in bio — or visit larsonwm.com

04/24/2026

Concerns about a potential economic slowdown are gaining attention as several indicators begin to show signs of strain.

Economists have recently increased their estimates for the likelihood of a downturn over the next 12 months. Some projections now place the probability significantly higher than the typical baseline, reflecting growing uncertainty.

Several factors are contributing to these concerns, including rising energy costs, pressure on consumers, and a labor market that has shown limited job growth in most sectors. In fact, job creation remained relatively weak over the past year, with some recent monthly declines.

Consumer sentiment has also softened, with a majority of respondents in one survey expecting a downturn within the next year.

While these trends don’t guarantee a contraction, they highlight how shifts in employment, spending, and global conditions can influence the broader economic outlook.


Source:

Economists have pulled up their risk assessments of a contraction amid heightened uncertainty over geopolitical risk and a labor market slump.

01/02/2026

Here is a good report about what we might expect in 2026.

01/02/2026

2025 was a good year for the stock market even though there was a lot of volatility in the beginning of the year. Here is a report from Fidelity Investments that talks about the market’s performance in 2025.

AI euphoria drove tech and communication stocks to another win.

01/01/2026

It’s been a fantastic year for Larson Wealth Management. Our new office space is almost ready for us to meet you in. We are excited to visit with our clients in our new office and plan for the coming year 2026 and beyond.

Happy New Year!

12/30/2025

Larson Wealth Management limits the number of
clients that will be served by each advisor to make
sure every client gets the attention they deserve.
Advisors at other firms rarely see clients although they may promise to do so. With large client loads there simply isn’t time for many advisors to keep in touch with their clients. We do everything in our power to encourage clients to meet with us throughout the year so we can provide top quality service at all times.

12/26/2025

We wish you all a very Merry Christmas! May this season be full of light and joy.

12/16/2025

Another advantage of choosing Larson Wealth Management as your advisor is we
have lower starting portfolio minimum than many other financial advisors. It’s not
uncommon for advisors at large firms to require a starting portfolio value of $1 Million.
While we are perfectly capable of working with very large portfolios, it isn’t a
requirement for us to providing financial planning services to you. So don’t be afraid
to reach out to us!

12/12/2025

One advantage of choosing to work with Larson Wealth Management is the personal attention you will get from your advisor. Many financial advisors at large firms have 1,000 or more clients and they rarely visit with any of them. There simply isn’t enough time to pay attention to all of their clients. At Larson Wealth Management, we limit the number of clients that an advisor will manage so the advisor will have adequate time to devote to serving every client. You will never get lost in a crowd or feel like just a number to us.