# Laufer LLP Laufer LLP is a Bank / Wealth / Trust based in Babylon, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Babylon, United States - **Region:** North America - **Address:** Babylon, NY, United States - **Founded:** 2014 - **Assets under management:** Undisclosed - **Website:** lauferllp.com - **LinkedIn:** https://www.linkedin.com/company/laufer-llp ## Regulatory record - **CRD number:** 173446 - **SEC file number:** 801-109945 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 ## About 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. ## People - Michael Laufer — Founder & Managing Partner ## 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. ### 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. ## Related profiles - [Lauer Wealth Management](https://altss.com/profile/lauer-wealth-management) - [Laughlin Financial](https://altss.com/profile/laughlin-financial) --- Updated: 2026-07-08T22:09:40.837Z Canonical page: https://altss.com/profile/laufer-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology