About Us
Headquartered in San Francisco with offices in New York City and Santa Fe, New Mexico, LG Wealth Management LLC serves a national client base. Our clients include high net worth individuals and families, business entities, foundations, and charitable organizations.
We established our firm on one overriding principle: to provide the highest level of investment advice with the best interests of our clients in mind, always prioritizing the client first. Our firm offers sophisticated, comprehensive wealth management strategies, customized financial planning, and disciplined investment management to help capture opportunity while minimizing risk.
Our Mission
While our clients are geographically diverse, our mission is single-minded: to be the best fiduciaries and stewards of our clients' wealth, to provide holistic, sophisticated and customized advice, to deliver consistently superior service, and to manage our clients' investments with a commitment to due diligence and risk controls.
Our Philosophy
From the first conversation, we sit on the same side of the table as our clients as we gain an understanding of the unique financial circumstances of each client across all their life stages. In partnership with our clients, we design and implement a comprehensive and integrated wealth management plan. We also enhance our clients' understanding of investment and financial planning issues on an ongoing basis so they stay well-informed and engaged. We listen carefully and care deeply about our clients' well-being. We help guide many of our clients through major life transitions such as creation of new businesses or philanthropic organization, marriage, divorce, providing for children's education needs, loss of a spouse, career changes, retirement, and significant liquidity events such as receiving an inheritance or the public offering or merger/acquisition of a client's company.
We believe sharing knowledge yields confident investors and deepens relationships between a client and their advisor. We therefore keep our clients informed, with ongoing conversations about investment and wealth management concepts, strategies and new tax and estate planning developments throughout the wealth planning and investment process. We believe open communication and collaboration with our clients is central to success.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. LG Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.