Trusted
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together, One Piece at a Time
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At LFA Private Wealth Management (LFA), we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and our firm is built towards helping you succeed. Contact us today to get started.


Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Learn more“The three great essentials to achieve anything worthwhile are, first, hard work; second, stick-to-itiveness; third, common sense”
- Thomas A. Edison
Designed for you
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.
Learn more“Define success on your own terms, achieve it by your own rules, and build a life you're proud to live”
- Anne Sweeney (Former President of Walt Disney)