Lautus Wealth Advisory, LLC Employee Directory

Financial ServicesMichigan, United States1 Employees

Lautus Wealth Advisory, LLC operates in the financial services sector, focusing on wealth management and comprehensive financial planning for affluent individuals and small business owners. Its service scope encompasses retirement planning, investment and asset allocation, college savings, risk management, tax and estate planning, stock option strategies, and retirement income planning, providing a holistic approach to managing wealth and financial goals. Based in Troy, Michigan, the firm positions itself to serve high-net-worth individuals and business owners seeking integrated financial guidance. The company emphasizes independent advisory services with a relationship to Cambridge Investment Research affiliates for securities and advisory offerings, while maintaining that Lautus Wealth Advisory and Cambridge are not affiliated. The organization is described as a small operation, aligned with a standards-based financial services framework typical of broker-dealer and registered investment adviser structures.

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