— About

About Laurel Wealth

Solutions

We are dedicated to your financial goals

— About

About Laurel Wealth

Solutions

We are dedicated to your financial goals

— About

About Laurel Wealth

Solutions

We are dedicated to your financial goals

Stephen Caruso, JD

President and Founder

Laurel Wealth Solutions

Stephen Caruso, JD, is the President and Founder of  Laurel Wealth Solutions. He is affiliated with Belpointe Asset Management as a Senior Wealth Manager and has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to educate clients on financial issues such as covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.

He is the author of the book Cookie Cut This! Retirement Distribution Strategies for the Non Conformist.

Stephen is a sought-after speaker and has been brought in to train advisors at some of the largest financial firms and insurance companies. He presents all around the country at Universities and prestigious venues such as the United Nations. He holds a Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a non-practicing member of the California Bar Association.

"Every day, we work
on your behalf"

- Stephen Caruso

Our staff includes:

Donna Dahlgren

Assistant

Norelia Concepcion

Receptionist

Karen Harper

Operations

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