Your Trusted Female Financial Advisor
Laney Wealth Management
Welcome to Laney Wealth Management – Your Trusted Female Financial Advisor in Scottsdale, Arizona.
Our Mission at Laney Wealth Management is an unwavering commitment to putting people above profits and helping Arizona families retire with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER who is also a working mom and wife, serving Scottsdale and the Greater Phoenix area as a financial advisor, I understand that your financial journey is deeply personal—it’s about your family’s security, your dreams, and the legacy you’ll leave behind.
Our comprehensive wealth management approach goes far beyond your balance sheet. We specialize in retirement planning, Social Security optimization, strategic investment management, estate planning, and the often-overlooked family conversations that bring everyone together around shared goals. Whether you’re navigating complex benefit decisions, protecting what you’ve built, or planning for bucket-list living, our team provides the education and guidance you need to move forward with confidence.
At Laney Wealth Management, we believe that shining a light on potential blind spots creates the clarity you deserve. When you can see your complete financial picture clearly, you sleep better at night—and that’s exactly what we’re here to help you achieve.
Discovery
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
Analysis & Strategy
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
Partnership
Our Commitment to You
We value our partnership with you and believe meaningful relationships are built through consistent communication. We’ll meet regularly to stay connected with what’s new in your world and coordinate closely with your tax, legal, and other professional advisors to deliver a unified approach to your wealth management.
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Guidance You Can Trust
Refer A Loved One
At Laney Wealth Management, we are dedicated to doing right by our clients. We know how hard our clients work and believe they deserve a trusted partner in planning their retirement. We strive to help as many individuals and families fund the retirement they imagined with a comprehensive plan they trust.
Meet The Team
Meet The Servicing Team
Meet The Investment Management Team
Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Downloads
A Short Introduction to Long-Term Care
If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.
Our Blog
Celebrating 529 Day: A Look at Education Savings
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how [...]
Disability Insurance: Widening Your Family’s Safety Net
In modern America, the “traditional” household has undergone a significant transformation. Gone are the days when a single breadwinner [...]
Recognizing and Preventing Financial Scams on National Senior Fraud Awareness Day
This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
Our Videos
The Founders Story
We Are Laney Wealth
Estate Planning 101
