Services
The professionals at our firm have the experience, skills and resources to offer our clients a wide breadth of services which are customized and integrated solutions to help meet their unique goals and needs. We are not simply money managers. We are wealth managers who strive to add value to the overall well-being of our clients and help them achieve their financial objectives. The planning process is a dynamic one, and stated goals and objectives naturally shift and evolve over time. Our team of professionals are pro-active in making suggestions that help keep pace with inevitable changes in the financial markets and tax and estate planning disciplines. In areas that require additional expertise, such as tax and estate planning, we coordinate with our client's existing counsel or introduce our clients to trusted specialists who complement and supplement our advice. We serve as a single point of contact to help ensure that clients' financial decisions are well-integrated within the broader framework of their financial decisions.
Comprehensive & Customized Financial Planning
We believe that wealth management is only as good as the plan it follows. We conduct a complete assessment of a client's financial objectives and life goals and develop a holistic plan to meet their multi-level needs. As goals and objectives and future plans evolve, we incorporate these changes and review the updated plan and analysis with our clients.
- Goals and risk assessment
- Asset allocation analysis
- Diversification of concentrated positions and restricted stock transactions
- Cash flow and budget analysis
- Tax coordination
- Retirement analysis
- Education Funding
- Stock option analysis
Independent Portfolio Manager & Investment Selection and Monitoring
Once a financial plan is developed, we build and manage a portfolio that aligns with a client's specific objectives and risk profile. We monitor clients' investments closely and diligently to help capture opportunities while continuing to minimize risk.
- Strategic and tactical portfolio management
- Active manager selection and monitoring
- Passive & index investments
- Risk management and controls
- Alternative investments
- Socially Responsible & Impact Investing
- Quarterly performance reporting
Integrated Trust, Estate, & Charitable Planning
Trust, estate, and charitable planning strategies have a direct impact on a client's overall investment decision-making process. We work in tandem with client's estate planning attorney and tax counsel to help ensure investment strategies are consistent and integrated with their overall financial plan and investment strategy, helping to preserve, grow and manage their wealth for their family now and for future generations.
- Review of trust, estate & charitable strategies
- Intergenerational wealth transfer and estate planning analysis
- Assessment and implementation of insurance strategies
- Coordination with estate attorney and accountant on trust, estate and charitable strategies
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.