At LWA, attending to our clients with consideration, objectivity and commitment is vital. We maintain direct contact, extend exceptional administrative support, and always make principled decisions on their behalf.

Comprehensive Financial Planning: We offer customized and comprehensive plans using sophisticated software along with a diligent review of assets and liabilities to clearly assess current and future needs. 

Asset Management: Our experienced advisors utilize diversified portfolio management strategies to maximize performance, with an emphasis on capital preservation, tailored to match our clients’ distinct goals and objectives.

Retirement and Education Planning:  We conduct a personalized evaluation of educational and retirement goals while incorporating both traditional and non-traditional strategies to achieve them.

Estate and Trust Planning: We identify and implement tax-advantaged wealth transfer strategies. With our extensive network of experts, we assist in identifying suitable trusts to ensure maximum wealth transfer and protection.

Corporate Executive Services:  Experienced advisors can assist with the complexities of selling, leveraging or hedging restricted securities. We can help with the establishment of, or conduct a review of, existing 401K and other corporate retirement plans.

Charitable Giving and Legacy Planning:  Through a private foundation, trust, or charitable giving, LWA can help structure and manage your philanthropic giving to create a flexible and tax-efficient legacy for future generations.

Tax and Income Planning Strategies:  Minimizing taxes and maximizing growth is a challenge in today’s volatile markets. We seek to achieve a proper balance by seeking tax-advantaged investments that are both appropriate and suitable for our clients.

Risk Management Analysis:  Protecting and preserving accumulated wealth requires a thorough review of your current coverage to identify and fill gaps.

Protection & Safety: Click here to download PDF.