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Wealth Management Services

Our extended resources with Carson Partners and the Advanced Planning Group at Cetera Advisor Networks provide access to a team of highly-credentialed legal, tax, and financial professionals. This allows us to assist our clients with especially complex matters pertaining to tax, estate, and risk management planning strategy.

We recognize how important it is for all members of our clients’ team to work in concert with one another, and so we offer, and encourage, consultation with our clients’ attorneys or other professional advisors.

Portfolio Management

We benefit our clients and add portfolio value by focusing only on factors within our control, like managing expenses and portfolio turnover. Learn more

 Wealth Planning

We help you plan for the lifestyle you want to have through all the phases of your life and work with your other financial professionals to provide an integrated plan.  Learn more

Risk Management

Using state of the art technology solutions for risk assessment and aggregating all your assets, LWM helps keep you fully aware of your assets, liabilities, and risks so you can plan for the future, and quickly adjust to a changing environment. Learn more

Estate Planning

At LWM we use effective estate management to enable you tomanage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Learn more