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Laidlaw Wealth Management
Laidlaw Wealth Management, established in 2008, is a US-based wealth manager and registered investment adviser. It provides investment advisory services,...
Overview
Laidlaw Wealth Management, established in 2008, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, including financial planning, portfolio management, estate planning, and retirement planning. It advises individuals, high-net-worth individuals, and various business entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Christopher Laidlaw
Founder & Managing Partner
Sector focus
Frequently asked questions
What types of clients does Laidlaw serve?
The firm advises individuals, high-net-worth individuals, and various business entities. Its planning-first model is calibrated for families with complex estate, tax, and retirement needs rather than mass-affluent transactional accounts.
Does Laidlaw use proprietary investment products?
There is no public evidence Laidlaw distributes proprietary funds or structured products. Its open-architecture approach uses individual securities, mutual funds, and ETFs selected to match client-specific plans — a feature that aligns with its fiduciary obligation to avoid product-driven conflicts.
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