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Laufer Wealth Management
Michael Laufer launched the firm in Babylon, New York in 2014, anchoring it as a registered investment adviser that emerged from a tax and accounting practice.
Laufer Wealth Management
Michael Laufer launched the firm in Babylon, New York in 2014, anchoring it as a registered investment adviser that emerged from a tax and accounting practice. The model targets a specific demographic — owners of franchises, family-held businesses, and professionals on Long Island — where the tax complexity of operating income demands a planning-first approach that a generic brokerage platform cannot replicate. The strategy layers portfolio management on top of a tax-planning chassis. Laufer constructs model allocations across equity and fixed-income sleeves, uses separately managed accounts and mutual funds for implementation, and coordinates directly with business managers on entity-level planning. The geographic focus remains tightly wound around the South Shore of Long Island, serving clients concentrated in Suffolk and Nassau counties. The firm operates from a single office in Babylon with a deliberately boutique footprint. Client assets are held at third-party custodians. Michael Laufer leads investment decisions and client relationships, structuring the practice around quarterbacking a network of external professionals, including estate attorneys and insurance specialists, rather than building internal silos for those functions. Laufer's structural differentiator is the embedded tax-and-accounting DNA inherited from its founder's prior practice. The firm functions less as a conventional wealth manager and more as a full-coverage financial office for business owners who are navigating operating-company cash flows, retirement planning, and personal balance-sheet management simultaneously. This positioning makes it a continuity-of-advice shop, not a product-distribution node.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Babylon
Corporate office
Babylon, NY, United States
Principals
Michael Laufer
Founder & Managing Partner
Frequently asked questions
Who runs investment decisions at Laufer Wealth Management?
Michael Laufer, the founder and managing partner, leads investment decisions and client relationship oversight. He built the firm's advisory framework around his background in tax and accounting, which directly shapes how portfolios are constructed. The firm operates without a separate investment committee and relies on Laufer's direct engagement with clients to implement model allocations and planning strategies.
How does Laufer Wealth Management integrate tax planning with portfolio management?
Tax planning functions as the starting point for client engagements, not an auxiliary service. Laufer coordinates investment allocations with entity-level tax strategy for business owners, using asset location decisions and tax-aware rebalancing as structural features of portfolio construction. The firm's origin in an accounting practice means that estimated-tax payments, retirement-plan contributions, and QBI considerations drive investment-design decisions rather than being retrofitted after implementation.
Is Laufer Wealth Management a family office or a traditional wealth manager?
The firm operates as a registered investment adviser with a wealth-management structure, not a formal single-family office. However, for its core client base of family-held businesses and franchise operators, it delivers family-office-style coordination by integrating investment management with tax planning, estate-strategy liaison work, and business-advisory functions. Client assets are custodied at third-party institutions, which is typical for RIAs of this scale.
What client niche does Laufer Wealth Management primarily serve?
The firm concentrates on high-net-worth individuals, franchisees, and family-held business owners concentrated on Long Island. This is not a generic mass-affluent practice; the advisory model is built specifically around the tax and planning complexities of operating-company ownership. The Babylon location anchors a geographic book concentrated in Suffolk and Nassau counties.
How does Laufer source clients?
Client sourcing traces predominantly to professional referrals from the Long Island business community and the firm's existing tax-and-accounting network. The practice does not appear to use a sales force or mass-marketing channel. The continuity from Michael Laufer's prior accounting relationships supplies a natural pipeline of business owners seeking integrated advice that goes beyond what a compliance-heavy brokerage can deliver.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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