YOU DESERVE

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.

Financial
Planning
Estate
Planning
Investment
Management

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.

“Knowing what you own, is the cornerstone of risk mitigation.” 
 
- Daniel Weiss, Co-Founder / Director of Client Relations

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.