to provide wealthy families with fee-only investment management and financial planning services. As a fiduciary, LWM's interests are

free consultation to discuss your tax and financial planning needs. Our team specializes in , consolidated reporting and competitive fees. Our advisors are certified fiduciaries and investment advisor representatives who provide facehelp you minimize volatility and maximize your financial success. If you would like to

& Associates, we provide comprehensive financial planning and investment advice that is both fee-only and tax-efficient. We donand we always abide by the fiduciary standard. This means that any financial advice we give you isthis is not the case. Only those who adhere to the strict fiduciary standard can be trusted to

with the best wealth management services. Our advisors have a fiduciary responsibility to act in their client's best interests, and do not accept any fees or years of experience in financial planning, helping our clients reach their financial goals.Our experienced team

helping clients achieve their financial goals. Our experienced team of advisors are all fiduciaries, placing the utmost importance, retirement, and goal-based plans with low-fee ETF portfolios tailored to each individual's , not just the wealthy. With our lifelong financial planning services, we strive to help our

to their clients' needs. They are a fee-only financial advisor, meaning they act only in the best interests of their

believe in listening first, offering financial education second and making recommendations only after you feel confident about moving forward. Our recommendations are held to a fiduciary savings programs that include low-cost, low-fee options that may reduce your tax burden

to individuals and families. We are a fiduciary advisor with a fee-based structure and specialize in retirement planning, annuities, and life insurance to help secure the financial future of our clients. We take pride in

. Kent, the company's lead advisor, works with each client to identify their financial goals and determine the uses seminars, articles and newsletters to teach not only the fundamentals of investing, but also how our and does not receive any other payments or fees. If you would like to learn more about

James Geary, CPA, MBA is a fee-for-services advisor offering cash management, IRAs, SEPs, 401(k), 403( experience in the financial industry, including being a CPA, MBA, Real Estate Broker (consultation only), Stockbroker Series 7