What distinguishes Lau Associates LLC from other private wealth managers?
Lau Associates LLC is an independent, private wealth management firm focused on meeting the diverse needs of high net-worth clients and families. Our primary goal is simple. We strive to help our clients discover what is important to them, and to move in that direction, step by step. What makes us different? An integrated approach to wealth management. We streamline your complex financial affairs, creating systems that give you confidence your money will be well managed. Then, based on your goals and risk tolerance, we invest the portfolio using similar strategies employed by institutions, endowments, and foundations. We review your investments regularly to adjust for changes in the economy, the markets, and your personal world. Nationally recognized expertise. With CFPs, CPAs, and CFAs, our in-house expertise is broad and deep. Our firm is consistently singled out as one of the premier wealth managers in the country. Personal mentoring and coaching. Free of the day-to-day pressures of
