A complete list of active advisors currently associated with Lafleur & Godfrey Private Wealth Management

Warmer can help you find a great advisor at Lafleur & Godfrey Private Wealth Management or one who fits your needs even better.

LaFleur & Godfrey provides wealth management and portfolio management primarily for individuals and their trusts and estates, while also advising pension and profit-sharing plans, charitable organizations, and small businesses. Services include comprehensive financial planning (available as part of ongoing relationships or on a standalone basis), discretionary investment management, retirement-plan-related advisory services, and the ability to review and manage held-away accounts. The firm’s investment approach emphasizes fundamental analysis, active, concentrated equity portfolios and company ownership, implemented primarily through individual stocks and bonds with ETFs, mutual funds, and private funds used as appropriate. LaFleur & Godfrey manages a set of firm-directed equity strategies (including focused core, dividend, emerging-trends, and blue-chip strategies) and acts as an ERISA/IRC fiduciary for retirement accounts and plan clients, using discretionary authority for trading subject to client-imposed restrictions. What distinguishes the firm from many peers is its affiliation with Focus Financial Partners and related businesses: it works alongside Sentinel Pension Advisors for certain retirement-plan services, refers insurance business to affiliate Focus Risk Solutions, and facilitates cash and credit solutions through UPTIQ and Flourish (arrangements for which it discloses revenue-sharing and potential conflicts). The firm also notes recent additions such as tri‑party 401(k) management options, held‑away account integration via a Pontera order management system, and the use of select broker relationships (including execution arrangements with RBC and William Blair tied to research services).

To learn more about the advisors currently working at Lafleur & Godfrey Private Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.