- 195 Hwy 50 Ste 205 Zephyr Cove, NV 89448
- hello@wealthinyourself.com
Who We Are
We stand out in our industry because we never accept commissions, hold ourselves to the highest academic standards, and took the Real Fiduciary™ pledge
Josh St. Laurent MS CFP® CFT™ APFC® ACC, Founder & CEO
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
WHO WE ARE
Financial life planning for entrepreneurs and real estate investors
We help entrepreneurs, business owners, and real estate investors turn financial complexity into clarity—and decisions into action. Most of our clients have built wealth through focus and grit, but now face a different challenge: concentrated risk, competing priorities, and a lack of objective perspective as their financial lives become more complex.
Wealth In Yourself exists to help you step back, think clearly, and intentionally design how your money supports your life—not the other way around.
OUR PHILOSOPHY
Money is a tool. Your life is the objective.
Financial planning should not be about chasing returns, selling products, or reacting to the latest strategy. It should help you make confident decisions, protect what you’ve built, and create flexibility over time.
We operate as a commission-free fiduciary firm. Advice is not influenced by products or incentives—only by what serves your goals, values, and long-term vision.
HOW WE WORK
Planning that reflects real life—not generic assumptions.
Our clients are smart, capable, and already successful—but often feel overextended or unsure what the right next move actually is. Our process integrates three disciplines to ensure clarity leads to execution.
Advanced Financial Life Planning
We align your money with what matters most—your time, values, and long-term priorities—so decisions are grounded in purpose, not pressure.
Technical Planning
We coordinate cash flow, tax strategy, investment planning, entity structure, and risk management into one integrated framework that reflects how your wealth is actually built.
Coaching & Accountability
Insight alone doesn’t create change. Through structured accountability and coaching, we help ensure decisions are implemented and adjusted as life evolves.
WHERE WE'VE BEEN
Experience that informs perspective.
Before founding Wealth In Yourself, Josh spent over a decade working across multiple areas of finance at a national firm, serving clients across the country in both advisory and technical roles. That experience provided deep exposure to the realities of financial complexity—but also revealed a gap.
Too often, advice was disconnected from real life, incentives distorted recommendations, and implementation was left to the client. Wealth In Yourself was created as a direct response: a firm built around clarity, alignment, and follow-through.
ABOUT JOSH ST. LAURENT
Josh St. Laurent is the founder of Wealth In Yourself and a financial life planner for entrepreneurs and real estate investors navigating complexity.
He holds a Master’s degree in Advanced Financial Life Planning and is a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Therapist. To close the gap between insight and execution, Josh is also formally trained in coaching through the Accredited Personal Financial Coach (APFC) and Associate Certified Coach (ACC) programs.
Josh lives near Lake Tahoe with his wife, Amanda, and son Cole. Outside of work, you’ll find him in the mountains hiking or snowboarding, playing hockey, or riding along the California coast on his motorcycle. The discipline required outdoors mirrors his approach to planning: prepare well, respect risk, and stay adaptable.
Want to Know More About Josh?
Credentials & Experience
Master’s Degree – Advanced Financial Life Planning
CERTIFIED FINANCIAL PLANNER™
Certified Financial Therapist
Accredited Personal Financial Coach (APFC)
Associate Certified Coach (ACC)
10+ years of experience at a national financial firm
Clients served across all U.S. states and internationally
Former NextGen Director, Financial Planning Association of Northern California
Giving Back
Commitment beyond clients.
3rd Decade
Providing financial education and mentorship to young adults through pro-bono planning support.
Guardian ad Litem (CASA)
Advocating for children in the court system who would otherwise have no voice.
https://nationalcasagal.org/
Junior Achievement
Supporting financial literacy and entrepreneurship education for future generations.
https://jausa.ja.org/
Habitat for Humanity
Partnering with communities to improve access to safe and affordable housing.
https://www.habitat.org/
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.
