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Lots of people call themselves Financial Advisors, how are you different?
Who are LWM’s Wealth Management Professionals and what are their credentials and experience?
What services do you offer?
Do you earn commissions on any investment or insurance products?
No, we are a fee-only wealth management company. Please see our fee schedule for detailed pricing.
Who are your typical clients?
How do I contact you?
What is the minimum to become a client?
Most of our clients have a net worth in excess of $3 million and an investment portfolio in excess of $1 million. If you have investable assets under $1 million, we offer great fee-only investment solutions through our sister company, OnCubic.
What if I do not need full service wealth management?
If you are seeking investment solutions from a fee-only, fiduciary firm, but do not desire the full range of wealth management services provided by LWM, you may want to consider our sister company, OnCubic.
What is your Privacy Policy?
Click here to download a copy of our Privacy Policy. (50k PDF)
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