LBW provides high-end services that surpass industry standards. Our mission is to transform the perception and utilization of wealth management AND wealth development.
At LBW, our clients’ interests lie at the heart of our foundation. This is why we are free from a rigid, bureaucratic structure, avoid incentives based on commissions, and are legally bound to do what is right for you. These attributes also allow us to be nimble, customizable and go places other firms can’t or won’t.
LBW's Service Platform
Our business model is the engine driving LBW’s depth of expertise. It provides us with the resources to research complexities and allows us to partner with clients who are in need of an upscale and reputable financial professional.
How LBW Makes it Work
Our goal is to establish a partnership with our clients. LBW was founded with a team mindset and the expectation that our clients will work with the LBW team and not one single advisor. This team approach allows us to focus on our specific skill sets and put our multilevel disciplines to use, allowing our clientele to gain the benefits of a synergistic environment.
States LBW does Business In
Focus & Passion
As you may know, we have recently started an LBW Podcast called "Critical Thinking Required". For one of our future episodes, we would like to do a Q&A with you. If you have any questions regarding finance, the economy, investing, financial planning, retirement, the current market, etc., please send your questions toYing at firstname.lastname@example.org. We are looking forward to your questions!
PS: for compliance reasons, we can't make comments about whether a specific stock is buyable or not, although we can talk about any companies or industries in general.