What We Do

Strategy First

At LGH Wealth Management, we utilize a service model centered around “Strategy First”. This means providing counsel to create a clearly defined path toward your priorities, goals, and dreams.

Our plans incorporate the following essential elements:

Investment and Accumulation Management
Goal setting around Net Worth growth
Risk Management and Insurance Alignment
Coordination with you and your CPA for Income Tax Planning *
Coordination with you and your Attorney for Estate Planning *
Retirement Income strategies focused on Tax Efficiency distribution of assets
Focused ideas on creating your ongoing Legacy
Business Exit Planning

We bring these elements together to build a strategy that meets your needs and goals while empowering you to make the right decisions for your future. This model allows us to build a relationship that facilitates the constant monitoring and updating of your plan, ensuring it stays a relevant blue print for you to follow.

For individuals and families

We understand how difficult it can be to find the time to adequately prepare for and stay on top of your financial strategy. Today’s world is demanding more and more of our precious time, leaving many families and individuals without proper financial planning.

We work with individuals and families to build a strategy they are confident in. Our service models are customizable, and are built to help us serve. You choose how we work together. Our services includes regular scheduled meetings throughout the year to ensure that your strategy stays up to date and accurately reflects your current situation.

We strive to provide you with education and objective advice as we build your strategy. This ensures you have transparency and access to the entire market of options when building your action plan.

For businesses

We strive to provide you with education and objective advice as we build your strategy. This ensures you have transparency and access to the entire market of options when building your action plan.