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expect different,
experience partnership.

WE’RE OFFERING A NEW TAKE ON FINANCIAL EXCELLENCE.

we’re offering a new take on

financial excellence

For decades, financial planners and asset managers have developed a reputation with opaque bureaucratic structure, poor customer service, and incentive-based commissions. In an industry that requires trust, education and partnership, the reality is driven by aggressive sales tactics and apathy for objective success.

After years of fighting the system from within, we decided our industry deserved better and motivated ourselves to start a company that challenged the outdated ideals of the professional finance space. Some things just had to change.

LBW Wealth Management is built to provide financial growth and independence to our clients. We empower those who partner with us by serving as their true advocate and expert. We’re not afraid to challenge the norms, learn, and authentically tell you how it is. We changed the approach, rebuilt incentives, and developed a framework that puts you first.

MORE INSIGHTS

what you can

expect from us

partnership

At LBW, you’re a part of the team and in on the process. You’ll be led by the experts and informed every step of the way. Together, we’ll develop a plan made for you.

Teamwork

This isn’t a one-man show. Here, clients are backed by an entire team. Just like specialists in the field, each LBW member offers expert insights that pinpoint progress regarding your individual goals. We contribute specific skill sets and apply our multilevel disciplines to give clients the benefits of a synergistic environment.

customizable

No two clients have the same financial or life circumstances. As an independent company, we’ve developed a flexible onboarding process that can be customized per your individual needs. Starting from our initial strategy, we can then review and tweak our plans to best grow alongside you.

subscription

We’ve recently adopted a new monthly subscription model to better serve our clients. Personal Consulting and Business Consulting services will be billed as monthly or quarterly subscriptions. The exact fee is determined by the unique goals of each client. Past clients will be able to choose between their past fee-based model or the new subscription model, with LBW advising which option is the most cost effective.

Fee-based schedule for assets management is an optional add-on available to subscription clients.

the result

Whether you’re coming to LBW as an individual or a business, your customized plan is designed to have a higher success in growing your assets with detailed organization, nimble action, and willingness to go places other firms may not go. While this partnership is about us, the core of our work is centered on developing your ideal relationship to your finances.
Send us a note for an opportunity to connect for free with our team.

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