Expect Different,

Experience Partnership

LBW provides high-end services that surpass industry standards.  Our mission is to transform the perception and utilization of wealth management AND wealth development.

Our Mission
LBW's Cornerstone

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.

LBW 01
Fee-based
LBW 02
Independence
LBW 03
RIA's Fiduciary Duty
LBW 05
Estate
Planning
LBW 04
Financial
Planning
LBW 06
Investment
Management
Employees
States LBW does Business In
Collective Years
of Experience
Focus & Passion
Recent News

GREAT NEWS! TD AMERITRADE MADE THE MOVE TO $0 TRADING COMMISSIONS FOR SELECT PRODUCTS

You may have seen the news… TD Ameritrade is eliminating base commissions for online exchange-listed stock, ETFs (domestic and Canadian), and options’ trades[1], moving from $6.95 to $0.00.

TD Ameritrade Institutional has been a valued strategic partner to our firm and we’re thrilled by their move to lower the cost of investing and trading for you. The change went into effect on October 3, 2019. That’s when you should start to see lower to zero commissions on qualifying trades in your account(s).

Please see the company press release for additional details on this milestone announcement: The Best Just Got Better: TD Ameritrade Introduces $0 Commissions for Online Stock, ETF and Options Trades

As always, we’re here for you if you have any questions about these exciting changes.[2]

NATHANIEL AND YING TAKE ON SHANGHAI

Nathaniel and Ying were able to go back to Shanghai, China to visit friends and family!  While they were there, Ying was able to eat her favorite hometown food and visit with friends and family.  Nathaniel was able to tag along as well as meet a few individuals to discuss business and the investment landscape within China.  They both had a fantastic time!

DAN GOES TO THE FAIRWAY CONVENTION

Dan attended Fairways’ convention on elder care and had a blast!  He met some great people and gained useful information to add to his wealth of knowledge. Good work Dan!

KNOW ANYONE PLANNING FOR THE NEXT GENERATION THAT COULD USE OUR HELP?

When going through a financial plan we always get to the sad moment when the plan (and life) ends.  However, the end is really the beginning as many of us have loved ones that will prosper after our plan is done.  Having a plan for the next generation or the next two generations can be impactful in many ways.  It can help ease tax burdens, emotional angst, and even provide peace of mind.  If you know of anyone who is looking for guidance and could benefit from an advisor who can help with such a plan, please let us know.  There is no greater compliment for us then for you to refer your friends and family!

 

[1] Clients trading options will now pay $0.65 per contract with no exercise and assignment fees.

[2] LBW and TD Ameritrade are separate and unaffiliated, and each is not responsible for the products or services of the other.

6410 Enterprise Ln., Ste. 120

Madison, WI 53719

(608) 286-1321

tsbickmore@lbw-wealth.com

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

Photo Courtesy of John Swise, Rebecca Li and Katie Dunkel

Copyright © 2019 by Leach, Bickmore & Weiss Wealth Management, LLC.  All rights reserved.