Lautus Wealth Advisory provides comprehensive financial planning, investment management, and tax strategy for individuals and families building toward long-term security.
Every client relationship begins with understanding your complete financial picture, then building a coordinated strategy across all areas.
Portfolio construction and investment management aligned with your goals, risk tolerance, and timeline. We monitor and adjust as your life evolves.
Retirement projections, education funding, estate planning, and cash flow analysis. A roadmap that connects today's decisions to tomorrow's outcomes.
Year-round tax planning, preparation, and optimization. As a CPA, Kelly integrates tax strategy directly into your financial plan, not as an afterthought.
Ongoing relationship management with regular reviews, proactive communication, and coordination with your attorneys, CPAs, and insurance professionals.
Distribution strategies, Social Security optimization, healthcare planning, and income projections to ensure your retirement is sustainable and comfortable.
Securities offered through Cambridge Investment Research. Independent advice without proprietary products, always acting in your best interest.
At Lautus Wealth Advisory, we believe that meaningful financial planning requires deep understanding and genuine trust. We take the time to know your values, your family, and your aspirations.
The word Lautus means elegant, refined, and well-prepared. It reflects our commitment to building financial strategies that are thoughtful, thorough, and built to last.
We are legally and ethically bound to act in your best interest at all times, not just when it's convenient.
Tax planning and investment management work together. As both a CFP and CPA, Kelly sees the full picture others often miss.
We reach out before you have to ask. Market shifts, tax law changes, and life events all trigger a conversation.
Clear, straightforward compensation. You always know what you're paying and what you're getting.
Kelly founded Lautus Wealth Advisory to provide the kind of financial guidance she believes every family deserves: personal, comprehensive, and grounded in real expertise.
With dual credentials as a Certified Financial Planner and Certified Public Accountant, Kelly brings a rare combination of tax and investment expertise to every client relationship. She serves clients from her office in Troy, Michigan.
Schedule a no-obligation consultation to discuss your financial goals and learn how Lautus Wealth Advisory can help.
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