LWP News

There are many reasons to start your own business, which I did 20 years ago.

We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.

You may have heard media reports that the Department of Labor (DOL) has announced a 60-day delay of its Fiduciary Rule effort.

Recently, a few clients shared their reactions with me about an item in the news: that more financial advisors will soon be required to work in their clients’ best interests. This is called the “Fiduciary Standard.”