A plan tailored for you For the goals you want to accomplish

Laureate Wealth Management Mike R. Mumford, John R. Kamprath, Alesha Lynn Lozano, Taylor Larsen

Laureate Wealth Management


phone

509-622-0613
509-744-3301



phone

855-263-7753





address

601 W Riverside Ave
Suite 1200
Spokane, WA 99201



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



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