Lafleur & Godfrey Private Wealth Management

Overview

Lafleur & Godfrey Private Wealth Management is an independent, SEC-registered RIA organized as an LLC and operating since 2013. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub‑advisers, and the publication of client‑facing periodicals; it also performs other financial product sales. Fees are assessed on a percentage of assets under management, with additional fee arrangements noted. The firm is equity‑oriented and does not identify as an active ESG investor. Its regulatory and business affiliations span broker‑dealer relationships, commodity/futures entities (CPO/CTA, futures commission merchant), insurance and accounting firms, legal advisors, real estate brokers, and sponsor or managing roles tied to pooled investment vehicles, indicating capabilities to source and place clients into third‑party managers and sponsored vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives