See Your Wealth
Providing Wealth Management Through Investments, Strategies, And Solutions For Your Significant Life Events.
How Does Your Triangle Look?
Understanding your Risk Level helps to Build a Portfolio that meets your goals.
Larry has over 20 years of experience giving financial advice to individuals and companies. His career highlights started after graduating from The United States Military Academy. Upon graduation, Larry served 5 years as an Army Infantry Officer where he served with the 10th Mountain Division at Ft. Drum and in the 3rd U.S. Infantry Regiment (The Old Guard) in Washington D.C.
Upon completion of service, Larry became a financial consultant for Ernst & Young Technologies He then made the transition and joined Johnston, Lemon & Co. an investment firm in Washington D.C. where he served as a financial consultant for two years before starting Commonwealth Asset Management Group (CAMG). Since starting CAMG in 2003, Larry has built many relationships, educated professionals on all facets of asset and wealth strategies; as well as implementing strategies to help increase wealth, reduce taxes, and provide assurance to individuals, business owners, and families. For over 20 years, he has provided financial guidance on investments, estate planning, insurance protection, and general wealth management advice.
Larry works to meet investment targets through personalized wealth management advice, counsel and implementation. He has a vast network of professional relationships that allow him to find the right answer for a client's needs; this allows him to serve his clients with assisting in individual and business retirement planning, education, and estate planning, tax and expense management, and design, development and implementation of investment strategies. He stresses to all clients that investing and wealth management is a slow yet steady art that requires strategy, adherence to guidelines, information, and knowledge to assist in the decision-making process.
As a committed tactician both technically and tactically, Larry meets with his clients to determine strategy changes, liquidation potential, cash flow requirements, and tax strategy implementation as part of the wealth management process.
Larry lives in Northern Virginia. When not working, Larry trains and coaches youth basketball (mostly HS Girls basketball) with his DMV Bombers Basketball AAU program. He is also teaching part time at Northern Virginia Community College where he has taught basic business, marketing, finance/investment, and Entrepreneurship courses. He is also the founder of the Commonwealth Coaching Academy, a 10-week program designed to teach graduating high school students, college students, and/or young professionals the basics to financial planning, investments, and management.
As a former Army Ranger, Larry makes every effort to thank a soldier when at all possible for their great service. He enjoys supporting our troops and frontline workers whenever possible.
Larry has a Bachelor of Science degree from West Point and an MBA in Finance/Investments and Entrepreneurship from The George Washington University. He holds FINRA series 6, and 65 licenses and Life, Health & Variable Annuity Insurance License.
To learn more and to connect with Larry, go to his LinkedIn page: www.meetLarry.info
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Whether you are planning for intangibles in life: a comfortable retirement, your child's education, a daughter's wedding, and/or any other goals, we are prepared to advise you on the most appropriate investment vehicles available.