Your Questions, Our Answers
Who is Larson?
Larson Financial Holdings is the parent company of a nationwide family of organizations built on decades of experience in financial planning. The mission statement for Larson is ‘Empowering ALL to Flourish’ with a combined vision to be the trusted, comprehensive resource providing professional services for the most vital aspects of our clients’ lives.
Faith, love, opportunity, unity, respect, impact, safety, and hope define the core values of Larson and how they are ‘Empowering ALL to Flourish.’
What is going to change?
With an expiring lease and a new partnership, we are excited to have a newly updated space with room to expand. Our office location will be changing at the
end of August 2020 to 6160 Summit Drive N., Suite 580, Brooklyn Center, MN 55430-9900, which is located near the intersection of Highway 100 and Interstate 694.
Most of what you know and love about Counsel Wealth will stay the same, including your wealth advisor and client services team. In the coming months, we will share newly expanded opportunities and services for you, our clients, as well as our team.
Who will be managing my accounts?
You will have the same wealth management team managing your account(s), as well as the same management style and services offered.
What will be changing with my accounts?
Your accounts will likely stay the same as they are with the same management style. In some cases, updated forms may need to be signed as part of this ownership transition. We are working to get those documents ready for your next financial review.
Who should we know or meet from Larson?
You will likely have the opportunity to meet Paul Larson, founder and CEO of Larson Financial. Again, your main point-of-contact will be your wealth management team at Counsel Wealth.
When we go to the Larson Financial website, we see physicians and dentists only. Where do we fit in?
Go to counselwealthmanagement.com like you always have. While Larson’s founding company does specialize in financial planning for doctors and dentists, the entire Larson family of companies serves a wide range of individuals, families, and businesses. Regardless, Counsel Wealth will remain focused on you, our clients.
Where do we get information about Counsel Wealth now?
counselwealthmanagement.com is the first place you should go. Secondly, call a member of your wealth management team at Counsel Wealth with any questions you might have.
Will we get lost in the mix of the large company?
Not on our watch. Counsel Wealth is focused on you, our clients, and we are committed to making sure you will not get lost in the mix. In fact, we believe this partnership will allow us to focus even more on you.
Why are there so many Larson companies?
Larson Financial has built a family of companies, providing a growing array of services and offerings all focused on serving the needs of clients. This is one of the aspects we are excited about, as we believe this new network will open up more opportunities for us to serve you better.
Are you holding in-person meetings and reviews?
Due to the new transition, and ongoing pandemic concerns, we are still working remotely. You will be able to reach us by phone and email to schedule your virtual meeting.
What do we do if we need to stop-in or drop-off documents?
If you need to drop something off with us, please contact us first by phone or email. Due to the new transition, and ongoing pandemic concerns, we are still working remotely.
What if I do not want to travel to the new office in Brooklyn Center, Minnesota?We will hold a virtual meeting with you. After ongoing pandemic concerns subside, we will be able to come to your home for your financial review.
Will you be holding events and educational seminars like you have in the past?Yes, yet due to the ongoing pandemic concerns, we are still working remotely. We want to keep you, your families, our employees and their families safe. In our new building, we will be able to hold on-site events and educational seminars. Our teams have also been brainstorming how we will be able to host virtual events and seminars that you can enjoy in the comfort of your own homes.
How does the team feel about this change?
With any change there is a range of feelings that include worry and excitement. Overall, we are excited for the opportunities that this new partnership provides for our team and clients. We are also excited that our founder can begin to move toward retirement and serving ministries that are close to his heart. Again, the Counsel Wealth team you know and love will still be here to serve you with the same level of service.