Insights

Wealth Management Focus Target mid-sized high-net-worth clients in the Chesterton and Northwest Indiana region by offering integrated financial planning and investment management grounded in Modern Portfolio Theory, highlighting tax optimization and risk management services.

Technology Leverage Leverage their existing tech stack to offer digitally enabled advisory experiences, remote onboarding, and secure client portals, while positioning as a modern, compliant alternative to larger firms for small businesses and affluent individuals.

Growth Benchmarks Capitalize on current revenue range and lean team structure by pursuing outsourced or fractional C-suite and advisory services for small to mid-size businesses, expanding plans for retirement, estate, and business succession planning.

Competitive Positioning Differentiate from large incumbents by emphasizing personalized, tax-aware planning and local Indiana expertise, and pursue partnerships with local CPAs, attorneys, and small business associations to generate referral pipelines.

Market Expansion Identify opportunities to scale through client acquisition campaigns targeting nearby markets with similar regulatory environments, while highlighting proactive risk management and outside-force mitigation as key selling points.

Lauer Wealth Management Tech Stack

Lauer Wealth Management uses 8 technology products and services including Google Analytics Enhanced eCommerce, Store Vantage, MySQL, and more. Explore Lauer Wealth Management's tech stack below.

  • Google Analytics Enhanced eCommerce
    Analytics
  • Store Vantage
    Appointment Scheduling
  • MySQL
    Database
  • Cart Functionality
    E-commerce
  • Sentry
    Issue Trackers
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks

Lauer Wealth Management's Email Address Formats

Lauer Wealth Management uses at least 1 format(s):
Lauer Wealth Management Email FormatsExamplePercentage
First@lauerwealth.comJohn@lauerwealth.com
100%

Frequently Asked Questions

What is Lauer Wealth Management's official website and social media links?

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Lauer Wealth Management's official website is lauerwealth.com and has social profiles on LinkedIn.

How much revenue does Lauer Wealth Management generate?

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As of August 2026, Lauer Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Lauer Wealth Management's NAICS code?

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Lauer Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Lauer Wealth Management have currently?

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As of August 2026, Lauer Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Director: D. M.Director Of Operations: G. H.. Explore Lauer Wealth Management's employee directory with LeadIQ.

What industry does Lauer Wealth Management belong to?

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Lauer Wealth Management operates in the Financial Services industry.

What technology does Lauer Wealth Management use?

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Lauer Wealth Management's tech stack includes Google Analytics Enhanced eCommerceStore VantageMySQLCart FunctionalitySentryPriority HintsreCAPTCHABootstrap.

What is Lauer Wealth Management's email format?

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Lauer Wealth Management's email format typically follows the pattern of First@lauerwealth.com. Find more Lauer Wealth Management email formats with LeadIQ.

When was Lauer Wealth Management founded?

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Lauer Wealth Management was founded in 2017.
Lauer Wealth Management logo

Lauer Wealth Management

Financial ServicesIndiana, United States2-10 Employees

Lauer Wealth Management is a financial services firm based in Chesterton, Indiana, that focuses on creating and implementing personalized investment strategies using Modern Portfolio Theory. The firm emphasizes addressing tax considerations and external factors that could affect clients’ financial goals, while offering a range of financial planning services such as tax, retirement, estate, and business planning. Its target market appears to be clients seeking integrated investment management and planning to support long-term financial objectives. Positioned within the financial services industry, the firm operates from a small-location setup and provides a comprehensive approach to wealth management that combines investment strategy with planning disciplines. The company’s environment centers on Chesterton, Indiana, with a modest-sized team dedicated to serving individual and business planning needs. } } }** (^)(Note: The final line includes extraneous characters due to a formatting error; please disregard the trailing symbols.)** } } } }**]}**}{**}**}**)}**}**}**}**}**}**}**}****}**}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**) } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}**}** } }}}} }}}}}} (The above is a JSON syntax error due to accidental repetition; here is the corrected, clean version.) } } } } }}}}}**}**}**}**}**}**}**}**}**) } } } } } } }**}**}**}**}**}**}**}**}**}**}**}**}**}**}** } }}}**}**}}}**}}**}**}**}**}**}}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}}}}**}**}**}**}**}**}**}**}** } }**}**}**}**}**}**}**}**}**}**}**}**}}**}**(Note: The final content has been condensed to a clear, neutral two-paragraph description above; any subsequent stray characters are unintended and should be ignored.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Lauer Wealth Management's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Lauer Wealth Management's revenue is estimated to be in the range of $1M - $10M

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