OUR FULL ATTENTION
Our Core Services
LBW's typical client has three primary goals: to be financially independent, to preserve their wealth for themselves and their heirs, and to have an advocate whose interests are aligned with theirs. To achieve these objectives, we apply the value investing framework to our three services listed below.
By asking "what do you want from your assets" and assessing your personal finances, we find your deficiencies and efficiencies and develop a customized plan to make your money work harder for you.
The next step is to protect your assets, so they can continue to work hard for the next generation.
In order to reach your goals, your assets must grow. We implement Benjamin Graham, David Dodd, and Warren Buffett's investment framework, and invest your money in a disciplined manner.