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.
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.
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.
- Thomas A. Edison
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.
- Anne Sweeney (Former President of Walt Disney)