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Leach Bickmore & Weiss Wealth Management, LLC

EST. AUM
$115,343,421

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CLIENT ACCOUNTS

Firm Details

Metro area Madison
CRD Number 288097
Website lbw-wealth.com
Client types

Overview

LBW Wealth Management, LLC is a U.S.-based registered investment advisor providing personalized wealth management and financial planning services. The firm primarily serves high-net-worth individuals, families, and professionals seeking long-term financial guidance. Its offerings include portfolio construction, retirement planning, tax strategies, and risk management solutions. LBW Wealth emphasizes a fiduciary approach, aligning investment strategies with client goals and risk tolerance. The firm utilizes diversified investment portfolios, often incorporating equities, fixed income, and alternative strategies where appropriate. It operates with a client-centric advisory model focused on long-term capital preservation and growth.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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