- Prosperity Wealth Management
- New York
Lauren Gidley’s career in the financial services industry spans four decades. During that time, she has dedicated herself to the financial success of her clients, helping them to achieve their goals and dreams. She helps her clients address their biggest concerns: preserving their wealth, mitigating taxes, and securing the amount of future income they can count on. Lauren focuses her wealth management practice on assisting her clients in defining and prioritizing their most important financial objectives and develops a plan for their accomplishment. She then implements the plan and monitors its progress, proactively making adjustments to help ensure clients remain on track toward the achievement of their goals.
With thirty-five years of experience in investment management, Lauren has seen the stock market rise and fall multiple times. During periods of growth, like those of 1995-1999 and 2003-2007, her focus is on capturing market gains. But when the equities market cycles into a downturn as it did from 2000-2002, 2007-2009, early 2020, and 2022, she and her firm implement strategies designed to secure clients’ portfolios and safeguard their assets.
Graduating Summa Cum Laude, with highest honors, with two Bachelor of Science degrees from Texas A&M University, Lauren brings finely-honed problem-solving skills and an analytical approach to financial planning. To help clients build and secure their wealth, she applies the results of her analysis of economic and stock market cycles and the current economic and market environment to the management of her clients’ portfolios. Believing that the key to achieving and maintaining financial independence is wealth preservation, Lauren emphasizes the importance of clients having a plan in place to protect their portfolios. With a protection strategy in place, Lauren’s focus is on helping her clients achieve their dreams.
Lauren is an Accredited Investment Fiduciary who obtained her Certified Retirement Financial Advisor credentials in 2009. As a member of the Tax Master Network and the Center for Tax Strategies and Resources, she specializes in helping clients reduce the amount of income tax they pay through advanced tax reduction strategies. She has appeared in Forbes Magazine, Business First of Buffalo, The Suit Magazine, Buffalo Spree Magazine, and has been on television numerous times.
On a personal note, Lauren and her husband, Jamie, have been married over 40 years. They live in Lockport, New York, and have two children who served in the United States Military and four grandchildren. Lauren enjoys travel and camping, but her greatest joy is spending time with her family.
LICENSES & ACCREDITATIONS
- Accredited Investment Fiduciary
- Certified Retirement Financial Advisor
- Tax Master Network Authorized Tax Planner
- Certified Infinite Banking Practitioner
- Bank on Yourself Authorized Advisor
- Licensed Insurance Planner
AREAS OF EXPERTISE
- RETIREMENT PLANNING
- TAX MITIGATION
- WEALTH PRESERVATION
- FUTURE INCOME STABILIZATION
- BUSINESS SUCCESSION
- ESTATE PLANNING