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
DAN AND NATHANIEL ATTEND LIBERTY MEDIA CORPORATION’S ANNUAL INVESTOR MEETING
Dan and Nathaniel traveled to NYC to attend Liberty Media Corporation’s annual Investor Meeting. The meeting consisted of presentations by the Liberty entities as well as fireside chats with Dr. John Malone and Greg Maffei. Nathaniel had an excellent time as he was in investor heaven, and Dan enjoyed himself as well. They were lucky enough to meet with other investors, some of our mutual fund managers, as well as a few of our clients.
LBW SPOKE TO conNEXTions
LBW was lucky enough to be asked by conNEXTions to present to their membership base. We were asked to speak on financial topics ranging from the general markets to different types of retirement vehicles. conNEXTions is a non-profit organization that guides underrepresented young adults between the ages of 18 to 29 to achieve their goals by increasing their financial knowledge, building their social capital, and connecting them with the community. We want to thank conNEXTions for allowing us to speak to others about a topic we love – THANK YOU!
DAN TRAVELS TO CHICAGO AND THE TWIN CITIES
Dan recently went to Chicago and the Twin Cities to visit clients in each area. Dan loves to visit both places as Chicago allows him to eat at his favorite restaurant, Lou Malnati’s, and Minnesota allows him to visit old friends. If you know anyone in the Twin Cities or Chicago, please let us know as we would like to grab a cup of coffee and chat next time we’re in town!
TIM WAS INTERVIEWED ON FINANCIAL ADVISOR SUCCESS PODCAST WITH MICHAEL KITCES
Our Director of Financial Planning, Tim Bickmore, CFP®, CPWA®, recently was interviewed by well-known podcaster Michale Kitces. Michael formatted the talk around the idea of “what got you here, won’t get you there.” They discussed business changes within LBW, their approach to financial planning, regulations as it relates to fees, and where they see the fintech space going in the future. Congrats, Tim!
TIM JOINS THE DAMA BOARD
Tim was recently asked to join Dane Arts Mural Arts (DAMA) board. He is excited to help continue the mission of DAMA and provide his knowledge and expertise in helping it continue to strive. Congrats, Tim!
Dane Arts Mural Arts (DAMA) is a public art program that trains local artists to become community artists who use mural-making to beautify neighborhoods and make a difference in the lives of youth.
DAMA empowers artists, neighborhoods and youth to become change agents, collaborating on projects which physically and socially improve communities.
More than 63 large murals and 30 storm drain murals have been created since 2014 - our first year. These mural projects focus on under-resourced urban and rural communities throughout Dane County. Join us as we continue to impact more Dane County citizens!