Wealth Management Services

WM 2014

LBA Wealth Management is an independent financial planning firm and Registered Investment Adviser dedicated to providing clients with unbiased, personal financial advice.  Working in partnership with our clients, our wealth management team helps organize, enhance, manage, and preserve wealth through sound financial strategies.

We are committed to acting in our clients’ best interests.  Registered with the Securities and Exchange Commission (SEC), we accept a fiduciary role in our clients’ financial lives.  By remaining independent and not accepting compensation or commissions from any third-party, we avoid potential conflicts of interest.

Our wealth management team consists of Chartered Financial Analysts (CFA) and a Certified Financial Planner (CFP®). We are also affiliated with LBA Certified Public Accountants who are readily available to assist with tax planning and preparation.

Our approach is to provide clients with collaborative wealth management, merging sound planning and intelligent investing with the following:

  • LBA Wealth Advantage
  • Retirement Planning
  • Income Planning
  • Investment Consulting
  • Investment Management
  • Tax Planning
  • Estate Tax Planning

New Visitors – Learn more about LBA Wealth Management.

Prospective Clients

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