Larsen Wealth Management, LLC

Larsen Wealth Management provides comprehensive financial planning and discretionary portfolio management to individual and high‑net‑worth clients, managing roughly $43.25 million across about 50 client relationships. Services include preparing an investment policy statement, ongoing portfolio monitoring, and assisting clients with the selection and oversight of third‑party investment advisers.

The firm’s process blends modern portfolio theory with multiple methods of analysis — charting, fundamental, technical, cyclical and quantitative — and implements strategies that range from long‑term holdings to more active techniques such as options trading, short sales and margin transactions. Larsen Wealth allocates across a broad set of instruments (mutual funds, ETFs, equities, fixed income, real estate funds, commodities, hedge funds, private placements and fee‑only annuities) and may utilize third‑party platforms, including Envestnet, for manager selection.

Distinctive features include the explicit use of higher‑complexity and higher‑risk trading tools (short sales, margin and uncovered option strategies) and access to alternative and private placement investments, which carry liquidity and leverage considerations that differ from more conventional advisory practices. The firm is also a licensed insurance producer, recommends a specific custodian platform (Charles Schwab Institutional), and discloses receipt of broker‑provided research/soft‑dollar benefits and the possibility of additional fees when directing clients to outside managers.