
Laura
Haupt
,
CFP(R)
Firm Details
From business owners to the C-suite, high-net-worth individuals and their families get a different kind of wealth management when they choose Nepsis. Experience a holistic approach with a tailored plan that puts your assets to work for you. Through our Family Office Framework, we incorporate multiple disciplines to provide the expertise and support needed to give you financial clarity, protect and grow your legacy and give you more time to do the things you love.
Countries of Expertise
United States
Biography
Laura has been working with individual clients for 12 years providing comprehensive planning including advice on investments, retirement, college planning, insurance, estate planning, and tax planning. She has a passion for educating clients and enjoys helps others achieve their goals.
Specialties
Financial Planning,Retirement Planning
Billing Types
Percentage of AUM,Project-Based



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