Welcome to Logarus Wealth Solutions!
Do you know what makes a quality wealth advisory firm? At Logarus Wealth Solutions, we believe a quality wealth advisory firm always puts clients' best interests first, has access to the products and services they need to pursue and achieve their goals, and most importantly, we believe that a quality wealth advisory firm understands that clients' trust is earned.
Its not What we do:
We will help you with all of your personal financial needs. Our services include investment management, goal tracking, tax strategies and planning, estate planning, identifying and seeking to mitigate risks, retirement income planning, setting and tracking goals, and advice services. We also have your financial needs covered for your business as well, with valuation services, CFO Services, tax planning and preparation, consulting, and exit planning and implementation.*
It’s Who we are:
Pulling together all of your financial pieces in a comprehensive way in order to create a financial plan based around your goals, returns, risk mitigation, and taxes is part of what sets us apart from other firms. We have passion to be in the weeds with you and when you need us the most, that is when our adrenaline kicks in we step it up. Yet the only way to sustain this high level of passion for you is if this same level of passion is shared between the team members of Logarus Wealth Solutions. It is important that you have a loyal team of professionals eager to learn as your complexities evolve and the way to provide you with this level of skill is with a culture that encourages and fosters kindness, education, growth, creativity, and most importantly opportunity for not only our clients, but for each other as well.
Manifesting Logarithmic spirals of growth and opportunity is in fact what Lorgarus Wealth Solutions was founded to do and I look forward to watching the individuals in our firm continue to transform to meet the needs of our families, businesses, communities and in turn ourselves.
Tammy Symons,
Founder
*Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees.
Disclosure:
Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.
The IAR associated with MPS maintains a separate business entity, Logarus Wealth Solutions, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with Mariner or MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.
Legal/Disclosure | Privacy Policy | MPS Form CRS | Form ADV Part 2A | Form ADV Part 2B
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