Pre-Retirees
& Retirees

Let’s talk about purposeful retirement planning.

Navigating the complexities of retirement demands a true understanding of your needs and a compassionate approach to the challenges that may arise. LAPIS Wealth Advisory will provide a roadmap that aligns with your unique goals, helping you feel more secure about your future and creating a retirement that's fulfilling and purposeful.

Our Process

Wealth Management

We’ll align your wealth with your aspirations, offering not only strategic management but a guiding hand toward a future that resonates with purpose and fulfillment.

Our History

Retirement Planning

We'll delve into the aspirations you hold for this significant life phase and craft a retirement that aligns with your values and dreams.

Our Values

Cash Flow Planning

We'll work to understand the ebb and flow of your financial life and then provide you with tools to navigate your cash flow strategically.

Our Process

Insurance Planning

We'll review all the options that can help prepare you for life’s uncertainties so you can face the future with confidence and resilience.

Our History

Estate Planning

We’ll help ensure your assets are distributed to the people and causes that matter most to you, so your legacy is a testament to your life's work .

Our Values

Elder Care Planning

We’ll help you age with grace, giving you a comprehensive plan designed to preserve your well-being and quality of life. 

Ready to listen and learn about you.

It feels good to discuss important issues in your life, like career, retirement, and legacy. If you’re ready to talk, LAPIS Wealth Advisory is ready to listen. 

Let's Talk