- 3079 Harrison Blvd STE 5, South Lake Tahoe CA 96150
- hello@wealthinyourself.com
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WEALTH IN YOURSELF
Take Control of Your Financial Future
At Wealth In Yourself, we blend expert financial planning with empathy to understand your unique story. Our mission is to craft personalized strategies that not only grow your wealth but resonate with your life’s goals and values.
WELCOME TO WEALTH IN YOURSELF
Seek Financial Advice From Experts Committed To Putting You First
When it comes to your money you deserve the best. Somebody who has walked the walk, values education, and stays on the cutting edge of wealth building.
- Certified Financial Planner (CFP®)
- Distinguished Adjunct Professor of Finance
- Certified Financial Therapist™
- 11,000+ Clients Helped
- Master's in Advanced Financial Life Planning
Josh St. Laurent
Founder & CEO
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In Assets Advised
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Years Experience
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Professional Partners
Get Personalized Services In Tax PlanningRetirement PlanningCash FlowReal Estate StrategyInvestmentsEstate PlanningRisk ManagementPsychology and Mindset
Finances can be complex, it’s our job to give you actionable bite-sized steps as part of a larger plan to design your ideal life and take back control of your time and money.
OUR SERVICES
What We Provide
Finances can be complex, it's our job to give you actionable bite-sized steps as part of a larger plan to design your ideal life and take back control of your time and money.
Expert Advisor
When you're sick you see a doctor. When you need help with finances you see a CFP®.
Tax Consulting
Are you analyzing your returns for gaps and taking advantage of expert tax saving strategies?
Financial Planing
We blend expert financial planning with empathy to understand your unique story.
Josh demonstrated an incredible ability to actively listen to our financial goals and concerns. His attentiveness made us feel truly understood and valued. He went above and beyond to craft a personalized financial plan that addressed both our immediate needs and long-term aspirations. He also was able to setup a new 401k account and assisted us in setting up a family trust to secure our assets. He has a lot of resources at his fingertips and is always willing to share information. He consistently checked in with us, promptly addressing any questions or adjustments needed along the way. His transparency and clear communication built a strong sense of trust and reliability. I highly recommend Josh for your CFP needs!
I scheduled a consultation with Josh to talk about my current financial situation as well as my financial goals for the future. Talking about money can be intimidating for me due to my limited knowledge and experience. After speaking with Josh I no longer feel worried about my finances and have a clear understanding of my next steps. Josh was patient and understanding of my lack of expertise and did not make me feel like any of the questions I had were dumb. In addition to financial advice that was tailored to my specific situation, he helped me understand that I had multiple options and talked me through each one so that I could make an informed decision. Based on the quality experience I had, I will be booking follow up visits with Josh so that I can stay on track with the plan he helped me create so that I can be in a better position financially. It feels great to no longer be afraid to look at my bank account or have my uncertainty about my financial future weighing on my shoulders. I would highly recommend seeking financial advice from Wealth in Yourself.
I only wish I would have found this sooner! Only stared about 30 days ago but already have way more organization than before I have a budget, a realistic plan and a way better mindset/relationship with money. Josh is really easy to talk to, super knowledgeable and flexible too. Well worth the money I will definitely be a long term Client!
TESTIMONIALS
What Our Clients Say
When it comes to your money you deserve the best.
CASE STUDIES
Does This Sound Like You?
There are some common scenarios we come across all the time.
The Ambitious Entrepreneur
You’re a driven business owner, passionate about growing your venture and achieving financial independence.
But, between scaling your business and navigating complex financial decisions, you find yourself stretched thin. Balancing business growth with personal financial goals feels overwhelming, and you’re looking for an advisor who gets both worlds.
Imagine having a financial partner who can simplify your path forward, helping you keep your eye on the big picture while staying grounded in strategy. Let’s talk about a plan that works as hard as you do.
The Real Estate Strategist
You’ve built a solid portfolio, maybe in rentals or development, and recognize real estate’s potential to fuel your future.
But questions around tax efficiency, wealth protection, and maximizing returns have grown alongside your assets. With so many moving parts, from 1031 exchanges to depreciation strategies, you want guidance tailored to the world of real estate.
If you’re ready for financial insights that help you retain more of what you’ve earned and plan confidently for what’s next, let’s explore your best options together.
The Legacy Builder
Through years of hard work, you’ve achieved financial success and now want to build a legacy that stands the test of time.
But ensuring this wealth benefits your loved ones can be complex, with ever-changing tax laws, estate considerations, and succession planning.
You want a roadmap that safeguards your wealth, supports your family’s future, and aligns with your values. If you’re ready to bring clarity to the legacy you envision, we’re here to help make it a reality.
FAQ
Frequently Asked Questions
Below you'll find answers to some of the most common questions we answer. If you don't see an answer to your question, please feel free to contact us at hello@wealthinyourself.com or sign up for a free consultation!
Take Your First Steps to Financial FreedomRequest Your Free Meeting
We help to guide your financial decisions with personalized strategies to reach your ideal life. True wealth is more than just money, it allows you to spend your time exactly how you want.