Laveer Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Laveer means “to sail against the wind” which emulates our purpose of helping our clients as they navigate the potential "head winds" of life. We are committed to serving clients with a vivid clarity of purpose. Our team’s mission is to help clients meet four very specific objectives which are to: accumulate, protect, enjoy and transfer their wealth.

Honored to be recognized in Forbes

We’re excited to announce that Forbes named Kevin Murphy one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Kevin to help our clients achieve their financial goals. All of us at Laveer Wealth Management would like to thank our clients for their trust, which made this recognition possible

Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)