LBW Wealth Management Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

LBW Wealth Management operates in the financial services sector, offering personalized guidance across personal financial consulting, estate planning, asset management, and business consulting. The firm emphasizes a client-first approach, presenting itself as an advocate that collaborates with clients and tailors strategies to individual goals within a team-driven, multidisciplinary framework.
Based in Madison, Wisconsin, the independent firm highlights a flexible onboarding process and subscription-based models for its consulting services, with optional asset management as a fee-based add-on. The company positions itself as bringing a collaborative and transparent planning process, where clients are involved in the steps and informed throughout.

Sign up for free to view info

Company overview Email format