For diligent savers with a net worth of $2-$10 million who value personalized financial guidance and desire the confidence required to make the often intimidating transition from saving for to living in retirement.

Wealth management for your ideal retirement.

A comprehensive, flat fee, advisor

Clarify where you want to go with your life and money.

Life Goals

Financial Planning

Understand your current financial position so you can save and spend strategically.

Build, adjust, & maintain an investment portfolio that matches your risk tolerance & personal goals.

Investment Management

Review who will step in to help make decisions and carry on your legacy.

Estate Planning

Navigate today's rules while maximizing your wealth.

Tax Planning

Review and protect what's most important.

Insurance Planning

HOW Daybreak WEalth supports your ideal retirement

Invest, protect, spend, and give with confidence.

Using advisor expertise and experience to guide you through all 6 key areas of financial well-being.

I designed Daybreak Wealth with you in mind.

Too often, in my opinion, advisors are incentivized to focus on a single area of a client's life (usually assets) while growing their client base.

I am committed to cultivating deep client relationships and using my experience help manage your financial life holistically. My goal is to help you craft and live your ideal next chapter.

Fiduciary, Owner, Wealth Manager

With nearly 20 years in financial services working at companies such as Citadel, I've come to believe that the foundation of good planning is good questions.

My collaborative process focuses on asking the right questions to help you build a retirement strategy that’s tailored to you. No two clients answer my questions the same way – and honestly, that’s how it should be.

Your story is unique and your plan should be, too. Practically, that means:

I'm Lauren Hunt, CFP®

I limit my client base so I have time to hear your story.

I provide regular reviews rather than static plans.

I enjoy coordinating & communicating with your other advisors.

I welcome your questions, too!

Here are some of the questions I help answer through my comprehensive planning process:

Am I ready to retire?

How much can I spend in retirement?

Should I gift money to my kids, and how do I do it?

Do I need long term care insurance?

Is Daybreak Wealth a good fit for you?

Those with following outlooks are the best fit for the Daybreak Wealth approach:

You want to work with an advisor who will value and respect your thoughts while offering clear direction.

You are interested in comprehensive planning & investment management.

You are a long term investor and value thought partnership.

You are 50+ and are retired or preparing to transition into retirement.

You believe financial wellness is a core component of overall wellness.

how to know when someone has "enough" to retire

Don’t miss our interview on the Retirement Planning Education podcast, hosted by Andy Panko, CFP®, RICP®, EA! Our founder, Lauren Hunt CFP®, dive in to:

Are You Retirement Ready?

distribution strategies
investing, annuities
long-term care insurance

tax planning
and more!

With ongoing review and proactive planning, Daybreak Wealth ensures your financial plan supports your goals through life's changes.

Daybreak Wealth will create your personalized, comprehensive financial strategy with care and expertise.

Book a complimentary call to share your challenges and goals, and determine if Daybreak Wealth is the best fit for you.

Let's build your bright tomorrow.

Flourish

Strategize

Connect

The first step to becoming a confident decision-maker in your financial life is clarity. Schedule your complimentary conversation to learn how Daybreak Wealth can help you understand where you stand, where opportunities lie, and how we can work together to guide you to a bright tomorrow.