Benefits of our Firm
Tailored Advice. We stay true to our independent approach and our commitment to keeping our clients' best interests front and center in everything we do. Our goal is to be our clients' trusted and lead advisor. We have no proprietary products and have broad access to portfolio managers and investment vehicles to develop portfolios1 most appropriately suited for each client's unique needs.
Disciplined Investment Management. We help build and preserve wealth for clients by balancing risk and expected return in broadly diversified portfolios1.
Comprehensive Product Solutions. The breadth of our investment offerings and the scope of our services help distinguish our advice and performance in the industry.
Customized Financial Planning. We provide wealth management strategies1 designed to meet the distinct needs of each client at every life stage. Whether they are looking to preserve wealth for future generations, sell a business, create a family foundation, and/or develop an estate plan, we discuss their goals and plan toward them.
Transparent Fees. You deserve to know exactly what you are spending, clearly and easily, so you can determine whether the costs make sense for the value received. We charge either a percent of assets under management for our integrated, holistic financial planning and investment management services or a commission for certain transactions.
Integrated Portfolio Reporting. We have the ability to advise and report on a client's entire financial picture, including assets not managed by LG Wealth Management LLC. In addition to regular quarterly reporting, clients have access to account information 24/7 through our secure website.
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.
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.