Business Details
9 Years
experience
Your Trusted Financial Partner in Valparaiso, IN
Lauer Wealth Management is a fee-only investment advisory and financial planning firm dedicated to providing personalized, fiduciary-driven services. With a combined 70 years of experience, we specialize in customized investment management, tax planning, retirement strategies, estate planning, and business valuation services. Our team of Certified Financial Planners and CPAs prioritizes client interests through evidence-based investment theories, tax-efficient strategies, and lifetime cash flow planning.We maintain transparency by avoiding commissions and product sales, focusing solely on objective advice. Our Valparaiso, Indiana-based practice serves families and business owners across Northwest Indiana, offering tailored solutions aligned with individual financial goals and risk tolerances.
Services
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Estate Planning
Business Valuation
Cash Flow Analysis
Portfolio Management
Wealth Strategy
Risk Management
Details
- Year established: 2017
Highlights and features
- We operate as a 100% fee-only advisory with no product commissions
- Our team holds elite certifications including CFP and CPA designations
- We implement evidence-based investment strategies with downside protection
- We offer integrated tax planning alongside wealth management services
- Our advisors have 70+ combined years of financial planning experience
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
Our evidence-based investment approach combines modern portfolio theory with customized asset allocation strategies. We utilize stocks, bonds, ETFs, and hedging techniques to create diversified portfolios aligned with client risk profiles. With active monitoring and rebalancing, we aim to optimize returns while managing market volatility through disciplined, tax-aware investment strategies.
Tax Planning
We implement proactive tax planning solutions to minimize lifetime tax liabilities through annual income reviews and tax loss harvesting. Our CPA-led team develops tax-efficient investment strategies and coordinates with external accounting professionals to optimize business and personal tax outcomes for clients at all wealth levels.
Retirement Planning
Our lifetime cash flow planning process creates year-by-year projections to ensure financial security throughout retirement. We analyze income sources, risk tolerance, and longevity factors to develop sustainable withdrawal strategies that protect against market downturns and outliving financial resources.
Estate Planning
We help clients establish efficient estate transfer mechanisms to minimize probate costs and preserve wealth for beneficiaries. Our planning considers legal documentation, tax implications, and client-specific wishes to create comprehensive succession strategies aligned with long-term family objectives.
Business Valuation
Our entrepreneurial-focused services include business valuation analysis and succession planning. We assist owners in preparing for transitions through key employee buyouts, generational transfers, or third-party sales while optimizing cash flow management and growth strategies.
People
John Lauer
Partner
Certified Financial Planner and CPA with 35+ years experience. Former IRS auditor and Forbes Top 500 advisor. Specializes in investment strategy and business valuation. Adjunct professor at North Park University.
John Lauer
Partner
Wealth management expert with experience building advisory divisions at major institutions. Founded Compass Financial Advisors and served as COO of IFAM Capital. Focuses on high-net-worth client relationships and portfolio management.
Donna Miller
Director of Operations
30+ years administrative experience across multiple industries. Manages daily operations and client services. Background in medical, pharmaceutical, and hospitality sectors. Joined Lauer Wealth in 2021.
Gene Hamstra
Investment Advisor
Former mortgage banking executive with 30+ years financial services experience. Specializes in investment advisory services for business owners. Transitioned from mortgage industry to wealth management in 2014.
Questions
What services does Lauer Wealth Management offer?
We provide comprehensive financial planning, investment management, tax planning, retirement strategies, estate planning, and business valuation services tailored to individual client needs.
Are you fiduciaries?
Yes, we are legally obligated to act in our clients' best interests as Registered Investment Advisors with the SEC.
How are your investment strategies structured?
Our evidence-based approach combines modern portfolio theory with customized asset allocation using stocks, bonds, ETFs, and hedging strategies to match client risk profiles.
Do you work with business owners?
Yes, we specialize in business valuation, succession planning, and cash flow management for entrepreneurs preparing for business transitions.
What makes your tax planning different?
Our CPA-led tax planning integrates with investment strategies to create tax-efficient solutions through annual income reviews and tax loss harvesting techniques.
How do you determine appropriate investment risk levels?
We conduct comprehensive risk assessments considering time horizon, financial goals, and personal comfort levels to create balanced, diversified portfolios.
Reviews (1)
Jessy Osaro
Sep 30, 2021
Report
Mrs Brenda William is sure a blessing into my life and that of my family, with minimum investment of $600, be rest assured to make your withdrawal of $7,200. After loosing my job I have no where to lay my heads upon until I was introduce to Mrs Brenda William by a friend who advise me to invest into her bitcoin trading and now my life have really change. Visit Mrs Brenda William on WhatsApp: +1 (805) 491-5639. Email: brendawilliam784@gmail.com.
