Mission & Values

Our Mission

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.

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Our Values

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.

Giving Back

The most significant and fulfilling act of compassion one can perform is giving back assisting their community. The chance to significantly improve the lives of others is one of the best incentives, in our opinion at LS Wealth. We show our appreciation for our clients and our neighborhoods by making yearly donations to regional charities and worthy causes. We are dedicated to improving the quality of life for both our clients and the communities we work with.

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.