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Our Services

Our integrated suite of wealth management services all begin with you. Your needs, your dreams and your goals. Making the decision to work with LFA Private Wealth Management means more than simply hiring a financial planner. It means partnering with a team of fiduciaries who are committed to putting your needs first. It means collaborating with advisors who are passionate about helping you achieve what matters most in your life. Whether that means saving for your child’s education, buying a home, growing your business, or building a multi-generational legacy for your family - what matters most to you, matters most to us.

At LFA Private Wealth Management, we assist high net worth and affluent individuals, families, and businesses with all of their financial planning needs.

  • Comprehensive Financial Planning
  • Globally Diversified Allocation with Active Portfolio Management
  • Tax Efficient Asset Management
  • Life Insurance Planning
  • 401(k) Company Sponsored Retirement Planning
  • Regulation D Investments
  • Annuities
  • Alternative Investments
  • Access to Credit
  • Real-Estate, Energy & Conservation Easements

The services we offer are holistic, comprehensive, and designed to serve your best interests. Focused on building trust and long-term relationships with each of our clients, LFA Private Wealth Management emphasizes the importance of conducting business based on our five unwavering principles:

  • Trust
  • Client Focus
  • Respect for the Individual
  • Teamwork
  • Responsible Citizenship
  • Integrity

For truly customized solutions designed around your short- and long-term goals - LFA Private Wealth Management can help you today.