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Financial Advisor Services

An illustration of a person with a laptop sitting on stacked coins with a rising graph, gears, and a money bag indicating financial growth.

Speak with a financial advisor about Investments, Retirement, & Estate Planning. This includes 401(k), IRA, estate planning, planning for major purchase like buying home, college savings, risk management, and more.

This is a reoccurring program that takes place monthly on the first Wednesday. Appointments are for 30 minutes and are conducted online with Microsoft Teams. Registration is required.

A link to your Financial Advisor session will be emailed to you at least a day in advance of the reserved time.
Note, the Financial Advisor cannot:

  • Process tax returns.
  • Offer specific advice related to taxes; however, we can guide and answer general questions. It’s best to meet with a CPA for specific questions.
  • Write wills and trusts, best to meet with an Estate Planning Attorney. We do have referrals available.
  • Write Property and Casualty Insurance, referrals available here too.
A logo for the Association of Financial Educators with a leaf symbol.


About the Financial Advisors
Jon D. Lawry, CFP®, RICP®, BFA™ and W. Nick de Freitas, BFA™ co-founded Lawry de Freitas Wealth Management, LLC. They are members of the Association of Financial Educators, a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals.
Lawry de Freitas Wealth Management, LLC provides wealth management services. The Company offers its products include professionally managed portfolios, life insurance, variable annuities, long-term care insurance, financial planning, and pension plans. Lawry de Freitas Wealth Management serves customers in the United States.