Mission Statement

At Lawter-O'Toole Wealth Management, the mission is to help clients implement a financial strategy by providing them with three key tools:  


  1. A clear understanding of their financial goals
  2. A well-defined roadmap to help achieve those goals
  3. Ongoing guidance to help adjust their roadmap when their needs change

Services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. I specialize in helping clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On my website, you'll find valuable information for evaluating your current position and progress toward financial goals.  I offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Please remember to visit the website often, as the content is constantly changing. For help with your financial management, or for more information on Lawter-O'Toole Wealth Management, please contact us today.