Referred to LWP?
Most of our new clients are referred to us by our current clients or other professionals, such as CPAs and Family Law and Estate Attorneys. They want their clients, friends and family to invest with wealth managers who work from a fiduciary standard and who always put their clients first.
Decide If We’re a Good Fit
If you would like to talk with us and decide whether or not we are a good fit to help you with your financial future, please call us at (952) 854-6250 or toll-free at 1-877-212-6700. You can also email us. In addition, download our Potential Client Kit for more information.
Tips for Choosing an Advisor
We work with a wide variety of clients, from sophisticated investors to those who are new at managing their money. We listen first and find out what you need to feel comfortable and in control. While we are not a fit for every person who calls, we strive to help you clarify your needs and connect with the right resources. Consider asking these questions when interviewing a potential advisor.
Meet Our Wealth Managers
Three of our four wealth managers are women and three have a graduate degree or are obtaining one. Learn more about them and the full LWP team.
Free Resources for Everyone
Divorcing or recently divorced? Lost a loved one? Widow or Widower? Want to know more about accumulating and managing your money? We have checklists and videos that can help.