Mission & Values
Our life’s work and mission have been to create awareness and redefining wealth. Our Redefining Wealth Process™ begins with establishing your unique financial philosophy — then balancing your perspective and integrating balance and meaning into your retirement plan.
Custom-tailored to Your Needs
Through continued education, one-on-one meetings, group meetings and utilizing our comprehensive planning team with our world-class CPAs, CFPs, and strategic partners, we have helped individuals and retirees across the country navigate and secure their financial futures. Our clients understand that successful investing occurs through avoiding big market losses. We help determine their unique financial goals and build a custom-tailored portfolio engineered specifically for their needs.
We provide educational events to our clients as part of that endeavor, such as a semi-annual Investor’s Forum℠ and exclusive Wine and Wisdom gatherings. We also routinely offer programs exclusively for women to inform them on the value of prudent money management and regular health checkups. LS Wealth is pleased to support community education programs on subjects like cyber security and identity theft.
The causes we support include:
- Susan G. Komen Breast Cancer Foundation
- The Annual Walk for Alzheimer’s Diseases
- Bryan Area Outreach food drives
- Bryan Canine Unit
- United Way Williams County
K-9 Unit Bryan Police Department Donation
Susan Komen Womens event
Bryan Area Outreach
National Hot Dog Day 2020