Predictable in the best sense of the word, I bring a calm, level-headed presence to even the most complex financial situations.
Clients appreciate my quiet confidence and the clear, efficient plans I develop to guide them toward their financial goals.
Early action in your financial life makes a difference and I believe in helping clients make thoughtful, informed decisions that stand the test of time. Behind every recommendation is careful attention to detail and a deep respect for the trust clients place in me.
Much of my work centers on advising wealth creators, retirees and multi-generational families who seek not only to preserve wealth, but to pass on values, vision, and financial strength to the next generation. I act as a steady hand by creating clarity around complex wealth structures, facilitating thoughtful legacy planning, and fostering financial understanding across generations.
Whether you’re preparing for retirement, managing generational wealth, or refining a long-established plan, I can provide a grounded, goal-oriented partnership you can rely on
Lauren Genuardi, MBA, CFP®
COO And Managing Partner
Lauren Genuardi, MBA, CFP®
COO And Managing Partner
Predictable in the best sense of the word, I bring a calm, level-headed presence to even the most complex financial situations.
Clients appreciate my quiet confidence and the clear, efficient plans I develop to guide them toward their financial goals.
Early action in your financial life makes a difference and I believe in helping clients make thoughtful, informed decisions that stand the test of time. Behind every recommendation is careful attention to detail and a deep respect for the trust clients place in me.
Much of my work centers on advising wealth creators, retirees and multi-generational families who seek not only to preserve wealth, but to pass on values, vision, and financial strength to the next generation. I act as a steady hand by creating clarity around complex wealth structures, facilitating thoughtful legacy planning, and fostering financial understanding across generations.
Whether you’re preparing for retirement, managing generational wealth, or refining a long-established plan, I can provide a grounded, goal-oriented partnership you can rely on
A Message from Lauren…
Articles by Lauren Genuardi
Life & Legacy Organizer
Let’s Talk About Your Life & Legacy Organizer Talking about death is never easy. It’s a topic many of us avoid—but it’s an inevitable part of life. While we can’t control when it happens, we can take steps to ease the burden on the loved ones we leave behind. What...
RMD Distribution Planning
Congratulations! You’ve reached that magical life milestone where the IRS comes knocking and asks you to start taking Required Minimum Distributions or RMDs from your IRA accounts. Now what? You’ve spent your entire life thinking of those accounts as untouchable...