Larsen Wealth Management

Larsen Wealth Management is a financial planner in El Dorado Hills, CA, serving families and individuals with wealth through personalized financial planning and investment advisory services. The firm offers retirement planning and tax-management strategies, emphasizing independent, client-focused decision-making. Based on its own philosophy and research, the firm implements strategies tailored to each client’s specific needs without influence from mutual fund companies or brokerage firms. It operates through LWM Advisors, Inc., a registered investment advisor, and serves clients throughout the region.

The firm was founded in 2007 by Kayle Larsen, CFP®, who began his career in banking at Patelco Credit Union and later worked with institutional investors before joining Morgan Stanley. After a decade with Morgan Stanley, he established his independent firm to better align with client interests. The firm’s approach centers on objectivity, integrity, and personalized service, with a focus on managing financial complexity to help clients achieve long-term goals. Advisors work closely with clients’ tax professionals to integrate tax considerations into investment planning.

Located at 5180 Golden Foothill Parkway, Suite 220, the firm sits on Golden Foothill Pkwy, about 0.1 miles from Latrobe Road and 0.4 miles from White Rock Road. It is within a half-mile of Creekside Greens Park, Carson Creek, and the El Dorado Hills Post Office, with FedEx Office Print & Ship Services also nearby.

With a 5.00 rating and no score strengths listed, the firm is recognized for its independent, client-centered approach and consistent service delivery. Its reputation is built on trust, long-term relationships, and a commitment to transparency in financial planning. Larsen Wealth Management stands as a trusted advisor in El Dorado Hills, helping clients navigate complex financial decisions with clarity and confidence.