Lafleur & Godfrey Private Wealth Management

LaFleur & Godfrey LLC is an SEC-registered investment adviser established on August 1, 2013, succeeding LaFleur & Godfrey, Inc., which registered with the SEC in 2001. The firm is part of the Focus Financial Partners, LLC partnership and offers personalized wealth management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. LaFleur & Godfrey LLC primarily invests in individual stocks and bonds, with ETFs, mutual funds, and private funds also utilized. The firm provides fiduciary services under ERISA and IRC regulations, acting in the best interests of clients. LaFleur & Godfrey LLC manages $913 million in client assets on a discretionary basis as of December 31, 2024. The firm charges fees based on a percentage of assets under management, with legacy clients subject to different fee schedules. Clients receive regular account reviews, performance reports, and have the option to participate in financial planning services. The firm has a Code of Ethics in place and has discretionary authority for trading client accounts. LaFleur & Godfrey LLC votes client proxies based on proxy voting guidelines and assists clients in participating in class action filings. The firm does not have any financial impairment that would affect its ability to meet client commitments.