A financial strategy built around you — your goals, your concerns, and the decisions that shape the life you want your money to support -- delivered by an advisor who takes the time to understand what matters most to you.
Larry Nielsen built his practice for clients handling complex financial decisions, offering perspective, discipline, and personal attention while helping clients consider how their money relates to their life priorities.
For more than four decades, he has worked with individuals and couples facing important financial decisions.
He still works with the very first client who hired him 45 years ago, and many other client relationships have continued for more than 25 years.
Larry’s experience spans public accounting, corporate finance, and decades of planning work, giving him perspective from multiple sides of financial decision-making. As a former CFO and former CPA (now inactive and non-practicing), he brings an analytical lens to helping clients evaluate complex financial considerations.
The work begins with understanding what Matters to You — your goals, concerns, priorities, and the life you want your wealth to support.
From there, Larry utilizes RBC WealthPlan, a structured planning tool, to help clients evaluate investment and estate-planning considerations in the context of their long-term objectives.
Wealth planning is an ongoing process designed to be reviewed and adjusted alongside your advisor as circumstances change. The planning framework seeks to evaluate assets and objectives as part of an integrated picture, not as a set of isolated accounts nor separate lifestyle goals.
Larry doesn’t serve everyone. He works with people whose financial lives have grown more complex—and whose decisions extend well beyond savings and investments.
What they may be looking for is someone willing to understand the broader picture—and a framework for considering important financial decisions together.
The relationship is intended to provide continuity—through ongoing conversations, regular review, and attention to changes in a client's circumstances.
This collaborative planning process emphasizes organization and clarity in considering complex money needs while keeping personal and family priorities in view.
Every client relationship begins with a straightforward conversation about what matters most:
"What do you want your money to accomplish?"
