Since 1992, The LMT Wealth Management Group has been developing customized wealth management strategies and recommending investment portfolios for affluent individuals and families, as well as institutional clients. Our goal is to be your primary source for financial advice and guidance. The process begins by carefully listening to you, understanding your unique concerns, priorities, risk tolerance, time horizon, liquidity needs, and goals. From there, our team will work with you to develop a customized wealth management strategy that connects your personal, professional and business goals. Over time we will meet to track progress to your goals and make necessary adjustments to help keep your plan on track.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CRPC™
CAP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
