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Laveer Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.8 / 5 rating based on 113 reviews
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our approach

Laveer means “to sail against the wind” which emulates our purpose of helping our clients as they navigate the potential "head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our team’s mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.

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Honored to be recognized in Forbes

The Laveer Wealth Management team would like to congratulate Kevin Murphy on being named to the 2024 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.