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VerifiedFinancial Services· Founded 2017

Lauer Wealth Management

Lauer Wealth is a financial management firm based out of Chesterton, Indiana. Utilizing Modern Portfolio Theory, we build and implement personalized investment strategies, while proactively addressing tax implications and any outside forces that might threaten the achievement of our clients' financial goals. In addition to investment management, we offer financial planning services including, but not limited to: tax, retirement, estate, and business planning services.

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HeadquartersChesterton, United StatesEmployees3(1 to 10)Annual revenue$1M to <$10MFounded year2017Websitelauerwealth.comLinkedIn profileLinkedIn

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3 distinct titles indexed · top 3 shown.

  • 1client service representative
  • 1partner
  • 1president and advisor

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