What We Do

Our client’s goals are simple, it’s how we get there that can be complicated. At the core, individuals want to maintain independence, preserve their wealth, and find an advocate whose interests are aligned with theirs. This doesn’t happen in a vacuum.

In fact, our most successful clients engage in a combination of programs built to reach their individual goals. Our four-step process begins by asking “What do you want from your assets?” We then assess the state of your personal finances, find your deficiencies and efficiencies, and develop a customized plan to make your money work harder by optimizing your dollar.

The key is developing a strong foundation on which your investments can grow for years to come. With knowledge and expertise at its core, the future of your finances isn’t just up to change, it’s backed by a tailored system that knows you and your goals inside and out.

That’s financial consulting.

Learn more about financial consulting and get started on your plan with LBW.

“Financial consulting is a house of cards. Every step builds to the next. Therefore well-designed steps are important, as is the ability to remain agile and make changes if need be.”


Protect your dollar. You work hard to earn what you have. The next step is to protect your assets with Estate Planning, so they can continue to work hard for the next generation.

Grow your dollar. Growing your assets is key to reaching your goals. Based on our experience and evidence of success, we may pull on the investment frameworks of Benjamin Graham, David Dodd, and Warren Buffett as guides. Still, every investment strategy remains customized to suit your needs.

Then, repeat.

With the momentum created by our biannual personalized portfolio review and quarterly checks in, we’re able to utilize regular communication to ensure your financial progress never ends

Our Services

personal financial consulting

Generation Wealth & Estate Planning


Planning for Entrepreneurs & Business Owners