Laura J. LaTourette, CFP^®

Founder

Family Wealth Management Group

81 Crown Mountain Pl, A500
Dahlonega, GA 30533-1621

FINANCIAL ADVISOR'S WEBSITE

www.familywmg.com

(706) 864-8631 CONNECT WITH Laura

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Website

General

Laura LaTourette is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Family Wealth Management Group in Dahlonega, GA and the surrounding communities.

Financial Advisor Overview

Nestled in the foothills of the Appalachians, Family Wealth Management Group is a thriving independent investment planning practice in Dahlonega, GA. The practice specializes in serving pre-retirees and retirees with fee-based financial planning focusing on wealth accumulation, income distribution, and wealth transfer strategies. Clients include long-time residents, as well as business owners and individuals drawn to the natural beauty of Northern Georgia as a retirement destination.

Financial Advisor Experience

As a self-made entrepreneur, Laura J. LaTourette, CFP® has built her career in financial services on her own terms. She has learned to repeatedly channel her strength and independence to achieve her goals in life. It is this same spirit of independence that Laura seeks to bring out in her clients, encouraging them to develop a clear understanding of their gifts, to conquer their fears, to dream big, and to live fully.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: GA
Fixed annuities: GA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Please visit www.familywmg.com

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances