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from within, we decided our industry deserved better and motivated ourselves to start a company that challenged the outdated ideals of the professional finance space.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.
what you can
expect from us
Fee-based schedule for assets management is an optional add-on available to subscription clients.
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.