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5180 Golden Foothill Parkway, Suite 220
El Dorado Hills, CA 95762

Ph: (916) 939-6860
Fax: (916) 357-9803

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Our Process

Planning for your life counts. By coordinating and managing today's financial decisions, one can achieve the goals of tomorrow. We strive to deliver excellence and LWM is commited to achieving it in every aspect of the wealth management process.

Your advisor's role is to manage the complexity of your financial life and to help provide the financial security you deserve. Allow us to give you objective advice and highly personalized service to help you achieve greater control over your finances.

Your goals and the priorities among them drive the entire wealth management process.


Investment Philosophy

Financial Planning

Who We Serve