Wealth Management

 
     

Lamberson Knight Wealth Management is an Independent Registered Investment Advisory firm whose advisors have over thirty years of experience dedicated to helping our institutional and private clients in their search for financial solutions.

Our commitment and goal is to deliver honest, holistic, and innovative strategies that help our clients build, preserve and manage their wealth.

As an independent advisor we have no proprietary products which allows our financial solutions to be free from conflicts of interest.  This could occur if financial institutions recommend or sell their proprietary products or have excessive production goals that enriches them at your expense.

Whether it’s a managed mutual fund or ETF portfolio, a 401k or Cash Balance plan,  retirement solutions,  annuities or legacy planning, we know, and experience shows us that every individual, business or family’s needs are unique.  So, to effectively assist you in managing your wealth, we have to have a full understanding of your entire life picture.  By truly getting to know you, sitting down with you, and listening to what you want to accomplish such as your goals, needs, life plans and what financial challenges are effecting you today, we are provided with the framework and basis to begin to develop the strategy to assist you in a selected course of action.

It is not just our initial review, consultation or recommended investments on which we focus.  We monitor, review and formulate potential new strategies with you to insure your current investments are in tune with an ever changing marketplace, and aligned with lifetime needs or goals that may have changed over time.

 It is the consistent, personal and timely interaction we build with our clients that sets us apart from other firms.