Investment Management ServicesFinancial Advisor
At LWM, we take a 360º view of your needs, resources, and goals. We understand that financial decisions during major life events can be profoundly affected by a client’s state of mind. (Lots of research supports this!1) That’s why we’re one of the first wealth management practices in the country to include a psychologist early on as part of our team. We believe managing the ups and downs of both the portfolio and emotional volatility that our clients face and feel is critical. Sticking to your plan and reducing the magnitude of losses can have significant compounding benefits and makes rebounding quicker. Significant life decisions should be part of the process. So should your comfort in addressing them.
Because our clients often turn to us to help cope with life-changing events, our knowledge of investment management and risk management is sometimes just part of your plan. We work closely with CPAs, estate attorneys, divorce attorneys, and other professionals to cover all the bases. Real conversations about what you’re worried about can help guide us to a plan you can stick with. Whatever your circumstances, we assemble the team that will do the job with as little stress as possible.
We connect the head and the heart of wealth management, where logic and emotion come together and sometimes clash. So we listen with the heads of entrepreneurs and the hearts of social workers. (Always thinking and ready to help objectively.) We get to know who you are and how you feel about your money and what it does for you.