MOST PEOPLE CAN'T GET THEIR HEADS AROUND THEIR FINANCIAL FUTURE. I OFFER AN INDIVIDUALIZED AND BOUTIQUE FINANCIAL PLANNING AND INVESTING EXPERIENCE; SO THAT YOU CAN RETIRE ON YOUR TERMS AND REALIZE TRUE FINANCIAL FREEDOM!
WHO I WORK WITH
Individuals & families who desire professional guidance and understand the value of independent, objective advice; free from the conflicts of interests of commissions and proprietary products. If that sounds like you, I’d love to hear from you.
F.A.Qs
Are you a fiduciary?
Yes, LWM is a fiduciary. A fiduciary is a person who holds a legal and ethical relationship of trust with one or more persons. I am committed to always putting your interests ahead of my own.
Where are my investments held?
LWM never takes possession of your money. Instead, your investments are held at a custodian of your choice. LWM has experience with several brokerage firms and can recommend a quality, low-cost, full-service firm that's right for you.
What are your services?
Investment Management, Tax Planning, Retirement Planning, Risk Management, Budgeting & Cash Flow Analysis, Education Planning, & Financial Plan Reporting
Where do you service clients?
I believe the client experience is not defined by location. I’m happy to meet with you at your home or at my office. I also offer virtual meetings via Zoom or telephone. My office is located in Carmel, Indiana.
Can you manage my company’s retirement plan?
Yes. I understand the intricacies of the ever-changing regulatory environment.