Meet the Founders

LWA was founded on a simple idea: A collaboration between clients and advisors to create a firm where advisors would never want to leave and clients turn into raving advocates.

As long time investment advisors, senior managers and client advocates, we saw the disparity between what we had always envisioned as the perfect client experience and the reality of Wall Street bank and brokerage practices. Through boom and bust, we witnessed increasing client mistrust with their financial institutions and ethical, hard-working advisors leaving the industry out of frustration.  

The Laurel Leaf:
A symbol of awareness and creativity, renewal and hopeful expectation, triumph and success, prosperity and peace.

We realized that we could build a firm where everybody feels valued, heard and respected. A firm that is guided by transparency, trust, intellect and hard work. We knew that there was a demand for a firm that put the client’s interest first, where employees felt loyalty from their employers and in turn, were loyal. 

Our quest to provide a truly special experience relies on listening to our clients and advisors. We view your input and communication as the centerpiece of our commitment to provide you the client and advisor the experience you deserve. Please accept our invitation to learn more about LWA and let us know your thoughts!
 


Lee. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ac nisi suscipit, volutpat purus sed, tempus tortor. Nullam dictum sapien leo, sed accumsan eros facilisis ac. Donec at scelerisque urna. Curabitur ac mi vitae ante viverra posuere. Proin condimentum nulla ac facilisis suscipit. Suspendisse vitae bibendum sem. Nulla odio libero, condimentum dignissim augue non, semper lobortis tortor. Ut venenatis commodo diam, id aliquam urna iaculis at. Pellentesque interdum venenatis mauris.

Mark. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse ac nisi suscipit, volutpat purus sed, tempus tortor. Nullam dictum sapien leo, sed accumsan eros facilisis ac. Donec at scelerisque urna. Curabitur ac mi vitae ante viverra posuere. Proin condimentum nulla ac facilisis suscipit. Suspendisse vitae bibendum sem. Nulla odio libero, condimentum dignissim augue non, semper lobortis tortor. Ut venenatis commodo diam, id aliquam urna iaculis at. Pellentesque interdum venenatis mauris.