WE HELP YOU BUILD YOUR LEGACY, NOT JUST THE MONEY.

A PARTNERSHIP IN BUILDING YOUR LEGACY.

WHY

Why are we in business? To transform wealth management! We want to change the perception of wealth management by providing an unparalleled level of service while placing our clients' interests first.

WHO

Who do we serve? If you are seeking to build a trusting and lasting relationship with a financial expert, then LBW is the right partner for you.

WHAT

What is our differentiation? 1. Fee-based* independent Registered Investment Advisor ("RIA"). 2. We combine: holistic financial planning, in-depth estate planning, and value-oriented investment management. 3. Provide personable and high touch customer service experience. * For LBW Wealth Management Services we charge a percentage of assets under management. LBW has the ability to sell Life and Long Term Care insurance.

THE JOURNEY THROUGH THE FINANCIAL LIFE CYCLE IS FULL OF UNPREDICTABLE TWISTS AND TURNS.  ALLOW US TO SMOOTH THE RIDE.

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

Photo Courtesy of Rebecca Li

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