How We Help

Diagram of three interconnected parts: Clients (you, family, business); the central LWP circle offering financial and business advisory, wealth management, and protection planning; and surrounding third party resources.

As fiduciary financial advisors we act in your best interest in our investment advisory work to help you reach your goals. We have a holistic approach, taking into account all aspects of your financial life, to advise and offer solutions to meet your specific needs. We believe financial planning is not a stagnant service, but a lifelong partnership with you and your family. We leverage our in-house expertise in conjunction with outside trusted professionals and advisors to secure your financial, legal and tax needs.

We act as your quarterback to meet your needs and enhance your plan, working with your current team and as a liaison for new relationships.

Individuals & Families

Whatever your goals, we always begin with a big-picture plan so we can address the right objectives at the right time without overlooking important details. Some of the strategies we may incorporate in your plan include:

Tax Mitigation

Investment Management

Estate Planning

Asset Protection

Charitable Planning

Insurance & Annuities

Small-Business Owners

As a business owner, your financial landscape is complex and requires highly intentional strategies to help you achieve your professional and personal goals. We specialize in comprehensive planning that helps you maximize your potential, with services such as:

Business Valuation^*

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Risk Mitigation

Key-Person Insurance

Buy-Sell Agreements

Exit Structure

Tax Law^*

Estate Planning