Sharing your vision, earning your trust

Family is important to The Larrinaga Wealth Solutions Team. We recognize that family can mean something different to everyone, and whether that includes your children and grandchildren, your closest friends, or your favorite charities, we support your unique family through good times, challenging life events and navigating the many financial phases throughout life. We maintain a dedicated focus on your needs, wants, and wishes by providing approachable, personalized advice and wealth planning solutions that can help optimize your life today, while planning for a secure and financially rewarding future. Believing in family, we are committed to long-term relationships that span across generations built on trust, integrity, transparency, and exceptional client service. Let our family take care of yours.

 

Proud to work with a nationally recognized teammate

At the Larrinaga Wealth Solutions Team we are very proud that Financial Advisor Jeri Larrinaga has been named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, an AdvisorHub Advisor to Watch in 2022 and 2023, and a Forbes Best-In-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jeri!

Meet the team

Larrinaga Team

Learn more about the Larrinaga Wealth Solutions Team.

My Team

Jeri Larrinaga bio photo

Jeri Larrinaga, AWM, CFP®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

Josh Croy bio photo

Josh Croy, APP, CFP®

Financial Advisor

Nicole Gaikowski-Davis bio photo

Nicole Gaikowski-Davis

Client Associate

Sartor

Derrick Sartor

Registered Client Associate

Latest Insights

Globe

How BRICS sees the world

Amid changes in the geopolitical order, the BRICS association is attempting to chart a new course. This article explains why its members—including the Eurasian troika of China, Russia, and India—believe a new multipolar world order is inevitable.

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