Independent RIA · El Dorado Hills, California
Make a plan with a team of CFP® professionals.
Larsen Wealth Management is an independent, privately owned firm. All investment decisions are based on our own philosophy and research — not passed down by a mutual fund company or brokerage. We take great pride in our independence and objectivity.
The practice
Planning, investing, and the questions that come with wealth.
The firm
Independent on purpose, since 2007.
Larsen Wealth Management began in August 2007, incorporated in 2022, and became an independent registered investment advisor (RIA) in 2023.
Planning for a life counts. By coordinating today’s decisions, one can reach the goals of tomorrow. Your advisor’s role is to manage the complexity of a financial life and help provide the security it deserves — objective advice, highly personalized service, greater control.
Your goals, and the order among them, drive the entire process. We hope and expect to remain with the households we serve. Clients typically have household incomes of $100,000 or more and portfolios of $500,000 or more; under some circumstances we work with those on the path to those thresholds.
- Call
- (916) 939-6860
Advisors
Three CFP® professionals, one standard of care.
Kayle Larsen
CFP® · CA Insurance 0C18927
Assisting individuals with financial and investment decisions since 1989. Banking at Patelco, institutional work at Barclays Global Investors, then a decade at Dean Witter / Morgan Stanley. He founded the firm in 2007 on trust, integrity, and service — an objective environment aligned with the client. Financial planning coursework through UC Berkeley. CERTIFIED FINANCIAL PLANNER™ practitioner.
Michael Haskins
CFP® · CA Insurance 0F36067
CERTIFIED FINANCIAL PLANNER™ practitioner with more than twenty years of advisory and investment-management experience. After Morgan Stanley, Mike helped establish Larsen Wealth Management in 2007. He learns what matters to each household first, then sets the course — a plan toward independence, or, once there, a strategy to manage wealth as wisely as possible.
Dalton Henley
CFP® · B.S., Financial Planning, Sacramento State
CERTIFIED FINANCIAL PLANNER™ practitioner with the firm since 2016. Dalton loves analyzing client's financial lives to determine the most optimal strategies to achieve their goals and help allow them to live a secure and worry-free financial life. Bachelor of Science in Business Administration with a concentration in Financial Planning, California State University, Sacramento.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards Inc. in the U.S., awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of firms and investment professionals on the SEC’s Investment Adviser Public Disclosure site.
Approach
How we help clients.
A six-step plan, a patient portfolio, and a practice built to stay with a family. We focus on efficiently taking what the market provides — not on identifying the next hot product.
01
Process
- Introduction & relationship
- Discovery of the facts
- Clarity of your status
- Ideas and alternatives
- Implementation
- Review and update
02
Investing
- Quality equities, here and abroad
- No market timing
- Systematic rebalancing
- Tax status of each sleeve
- Continuous monitoring
- Adjust when goals change
03
Stewardship
- Independence and objectivity
- Trust, integrity, service
- Work with your other advisors
- Households we expect to keep
- Least complicated solutions
- Your goals drive the work
Contact
A short note is enough to begin.
Tell us a little about the household and what you would like to solve. We will call or write back to find a time.
(916) 939-68605180 Golden Foothill Parkway, Suite 220El Dorado Hills, CA 95762
From Highway 50, take El Dorado Hills / Latrobe Road south. Turn right at the Green #1 sign onto Golden Foothill Parkway, then left into 5180. Suite 220, second floor.