Peace of Mind
Peace of mind comes from knowing that you are on track to achieving your goals. LMWA provides aspirational families with ongoing strategies, tactics, and tools to live the life you envision for yourself and your loved ones.
Free yourself from the time and effort required to implement your plan. It is easy to buy financial products, but it takes a wealth of scientific, academic, legal, and very specific financial knowledge to integrate those that are right for you.
Take stock of your current situation and define where you want to be at different stages of your life. Update and refine your plan as your situation and desires evolve.
Insightful: We are curious individuals, never satisfied with the status quo. We actively seek new knowledge we can use to refine what we do and improve everything we touch.
Entrepreneurial: We thrive on bringing creative, action-oriented solutions to the biggest problems that investors face. We believe that every situation is an opportunity for improvement and every team member is empowered to innovate.
Purposeful: We believe the biggest goals can only be attained by paying attention to the details. We sweat the small stuff.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help
We’re here for you!
Curated articles, videos, and more for a more financially savvy you.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. We'll help secure your legacy for generations to come with our strategic alliances with a local law firm.
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.
18 Years’ Worth of Days
Silver Sneakers 101
IRA Withdrawals that Escape the 10% Tax Penalty