LAUREL WEALTH SOLUTIONS
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Dedicated to your financial goals.

Every day, we're working on behalf of our clients.

Stephen Caruso
President & Founder

Stephen-caruso-financial-advisor
Stephen Caruso, JD, is the President and Founder of New York City based 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 new 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.

Tamera Green
Assistant

Karen Harper
Operations

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Are you prepared for retirement?

​You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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    Download your  "10 Steps to a Successful Retirement" guide today!

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STEPHEN CARUSO
President & Founder

Laurel Wealth Solutions
p. 800.LWS.4579  (800.597.4579)  |  f. 914.517.5107
e. [email protected]

New York
​31 E. 32nd St., Suite 602
New York, NY 10016
Queens
69-10 108th St., Suite 1A
Forest Hills, NY 11375
New Jersey
10 Shawnee Dr., Suite 1
​Watchung, NJ 07069
Belpointe Financial
125 Greenwich Ave
Greenwich, CT 06830
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Licensed Insurance Professional.
Stephen Caruso is an Investment Advisor Representative offering investment advisory services through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe"). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe Asset Management offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Belpointe Insurance, LLC. Important disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. 
AR-4241  |  18296-2018/12/11
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