A CUSTOMIZED SERVICE JUST FOR YOU, BECAUSE YOU DESERVE OUR FULL ATTENTION.

LBW's typical clients have three primary goals: to be financially independent, to preserve their wealth for themselves and their heirs, and to have an advocate whose interests are aligned with theirs. To achieve these objectives, our focus centralizes on three services shown below, utilizing the value investing framework.

FINANCIAL PLANNING

By asking “what do you want from your assets” and assessing your personal finances, we find your deficiencies and efficiencies and develop a customized plan to make your money work harder for you.

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ESTATE PLANNING

The next step is to protect your assets so it can continue to work hard for the next generation.

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INVESTMENT MANAGEMENT

In order to reach your goals, your assets must grow. We implement Benjamin Graham, David Dodd, and Warren Buffett’s value investment framework and invest your money in a disciplined manner.

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

MEET THE TEAM

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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