Services

We design investment strategies tailored to your needs. Offerings include stocks, bonds, mutual funds, annuities, CD's, etc. The options are virtually endless. 

We help to create a retirement plan tailored to your needs. Making decisions around your 401(k), IRA, and pensions can be complicated. We guide you through the process.

Having the proper directives in place can ease the process of estate management. We work with legal advisors to help reach your desired goals.

Managing household expenses is pivotal to a financial plan. Never spend more money than you make. 

Where there is an asset, there is a need to protect it. We help to evaluate you insurance needs, and other ways to mitigate risk.

LWM is not an accounting firm. We partner with the tax professionals of our clients to create the most efficient portfolios tailored to your needs.