How & What
We are dedicated to high-touch, quality service in providing you with a safe, secure, and comfortable experience in managing your wealth. Our 100% cloud-based systems offer convenient access, available anytime, to your financial plan and portfolio information. Prioritizing information security, we maintain robust measures to ensure data protection.
Fee-Only Fiduciary Services
Our relationship managers are CFP(R) practitioners, and LTWM is a registered investment advisory firm. We operate under a compensation structure that solely relies on fees paid directly by our clients. We do not earn commissions or receive compensation from third parties, such as financial product providers. The fee-only model eliminates many potential conflicts of interest that may arise from commissions.
Additionally, being a fiduciary means we are legally obligated to act in the best interests of our clients. This includes providing advice and recommendations that prioritize the client's financial well-being and objectives. The fiduciary duty underscores our commitment to transparency, honesty, and diligence in working with our clients.
Cloud-based Financial Dashboard
Experience financial clarity like never before with LTWM's cloud-based financial dashboard. Our cutting-edge tool empowers you to take control of your financial future. Gain real-time access to your entire financial picture, from investments to budgets, all in one secure and user-friendly platform. Track your progress, set goals, and make informed decisions effortlessly - you'll navigate your financial journey with confidence. Say goodbye to spreadsheets and hello to a streamlined, comprehensive financial view that puts you in the driver's seat. Embrace the future of financial management with our intuitive cloud-based dashboard.
TestDrive™
Not ready to make a long-term decision yet? Consider this financial literacy-based program where you can experience a glimpse of what we do. You will gain valuable insights about your particular situation and positioning.
Receive a personalized report analyzing your portfolio, tax situation, or retirement readiness. Engage in a 45-minute session with an experienced CFP(R) practitioner, gaining clarity and actionable insights on your financial standing, for a reasonable one-time, no-commitment fee.
You can select from three types of Test Drive:
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Portfolio Review
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Income Tax Planning
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Retirement Readiness
Wealth Accumulator™
Begin your prosperity journey with LTWM's Wealth Accumulator™, tailored for young families and individuals stepping into the financial realm. This service provides a structured yet flexible framework to build and nurture your wealth. Through personalized financial planning, investment advice, and fiscal education, we empower you to make informed decisions. Wealth Accumulator™ is your companion in laying a strong financial foundation, ensuring a secure and thriving future as you navigate life's milestones.