Twin Cities Five Star award winner

PROFESSIONAL PROFILE

Marc Langva, CFP ®

Founder & CEO
WorkOptional Wealth Management
3360B Annapolis Ln N
Plymouth, MN 55447
Office: 952-475-7000
mlangva@workoptional.com
www.workoptional.com

Professional Approach

Marc Langva, CFP ®

is Founder and CEO of WorkOptional Wealth Management. He is a Certified Financial Planner™ (CFP®) and Private Wealth Manager for a select group of clients. He has been recognized in Mpls./St.Paul and Twin Cities Business magazines as a Twin Cities Five Star Wealth Manager for 6 years and is the Author of his top selling book “The Thirteen Retirement Killers”. Marc has 18 years of experience from working at IDS, NDX trading and with Ray Lucia and the Braintrust. He attended St. Cloud State University and Minnesota State University with Majors in Finance and Accounting. He is also a graduate of St. Cloud Tech College, where he earned his Associate of Applied Science Degree, and North Hennepin College, where he earned an Associate of Arts degree. He lives in Excelsior, MN with his wife, his daughter and 2 sons.

"Relax. Years Ahead ™"

 

If you want to relax, years ahead, you need to think and act differently.

It's what separates WorkOPTional from the herd.  

Isn't it time for you to "Relax. Years Ahead?"

 

WorkOptional believes in thinking outside the box to grow and maintain your wealth.

You are unique. Your investment strategy should be too. Our portfolios are as noteworthy as our clients, ranging from francheses to farmland, where no two individuals are the same. Our clients' success comes from seeking only the best of the best. Once they find that rarity, they appreciate a relationship that not only brings real results, but along with it a true passion and enduring wisdom.

OUR VISION

To inspire your true wealth, beyond the money…

What We Believe

We Believe that by sharing a look into your future,  you can immediately begin making better choices you never considered possible.

Who Are We

The leader in adding Significantly more WorkOptional Days to our clients lives.

Who We Serve

Our core clientele are physicians, executives and business owners

What We Do

We systematically lower your WorkOptional Date

 What we VALUE 

  •  Trust 

Without trust, there is no relationship. Trust is not a one-way street. Trust involves risk on the one hand and trustworthiness on the other. We trust our research, our discipline andour long-term results. Our brand has always stood for the truth in investing.

  • Shared Accountability 

We provide the best, unbiased and fully transparent advice to meet the needs and expectations of our clients and their families. This is a partnership where we lockarms with our clients, making decisions to inspire their vision and achieve their goals. We share in the excitement of success just as we share in the accountability of actions.

  • Results

Our success is defined by the results we deliver for our clients. We have intensely focused on the development of our comprehensive value proposition by listening to our clients, understanding their needs and exceeding their expectations.

How We Do It

  • By optimizing savings-to-income and debt-to-income ratios
  • By improving returns on investments through long-term and distinctive perspectives
  • By lowering taxes, yielding present and future value results
  • By providing sound, statistical advice on maximizing Social Security/Pension checks
  • By leveraging the opportunity costs associated with strategically minimizing transactions
  • By offering distinctive perspectives on non-paper assets(ie. real estate, franchises, collectibles)

Why We Do It

  • To create a unified vision between spouses and partners (the most important factor in success)
  • To give you more time
  • To allow you to make better choices
  • To reduce your stress and channel your energy elsewhere
  • To improve the value of your relationships and conversations with your spouse or partner
  • (caution: money discussions have been known to disappear from the dinner table)
  • So you can be a role model for your children, family and friends

Distinctive Investments. Unparalleled Perspectives. ™

TO FIND OUT MORE VISIT WWW.WORKOPTIONAL.COM

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2622 Minneapolis-St. Paul area wealth managers were considered for the award; 591 (23 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2304 considered, 836 winners; 2016: 4387 considered, 1690 winners; 2015: 2673 considered, 825 winners; 2014: 1931 considered, 844 winners; 2013: 2151 considered, 863 winners; 2012: 1256 considered, 624 winners.
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