Our Difference
A Refreshing Approach to Wealth Management
What makes LWC different than other wealth management firms? Our unique combination of strengths leads to long-term relationships of trust.
Independence
LWC Trustees work only for their clients. This assures objective guidance, based on a clear understanding of each client’s goals and priorities.
Partnership
LWC Trustees make a career commitment to clients, ensuring continuity. They are well versed in managing family dynamics and serve as trusted advisors for many aspects of our clients’ lives.
Inter-generational Planning
We help clients formulate strategies for inter-generational wealth transfer. This enables clients to prepare for discussions with their attorney.
In-house Resources
The exceptional depth and breadth of expertise within LWC enables us to provide comprehensive, integrated strategies and solutions to meet our clients’ diverse financial needs.
Sustainable Investing
Since 1987, The Sustainability Group at LWC has been a leader in socially responsible investing. The group combines investment expertise with a deep commitment to universal human dignity and environmental sustainability.
Attentive Service
We provide an exceptionally high level of service, anticipating client needs and addressing them proactively with solutions tailored to their personal circumstances.
The Trustee Relationship
The relationship between the Trustees and the families they serve is at the center of everything we do.
A Team Approach
The Trustees are supported by a team of nearly 100 professionals with expertise in everything from estate and tax planning to charitable giving.
