Services Offered
Financial Planning
Personalized strategies for budgeting, retirement, and wealth accumulation tailored to your goals.
Estate Planning
Comprehensive services to manage and protect your assets for future generations.
Tax Strategy
Expert advice on tax-efficient investing and planning to minimize liabilities.
Investment Management
Professional guidance on portfolio diversification and investment options.
Retirement Planning
Customized plans to ensure a secure and comfortable retirement.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
J
Jilladay Patheal
via Google
27 days ago
Amazing, intelligent, personal service
M
Marta Bluthvia Google
9 months ago
Wendy has always had my best interest at heart. She is sincere, knowledgeable, and calls back exactly when she says she will. I’m very happy with her services and would recommend her to anyone I know.
C
Chris Bendenvia Google
9 months ago
My advisor Wendy has been knowledgeable, kind, prompt, and professional. Information I receive from LWP has been useful and I feel comfortable having my money invested through them.
M
Mike Voglervia Google
over 2 years ago
I’ve been with my financial advisor, Wendy Hammond, for 17 years now! She is absolutely fantastic from the basics of helping with financial planning to all aspects in various estate, tax and budgeting matters. Her partner, Bodie Monroe, is extremely knowledgeable, and I cannot highly recommend the two of them enough!
D
Daniel Moroneyvia Google
over 5 years ago
Hometown heros are hard to find. This group is about as professionally responsible as you can get. They are a no pressure type of outfit and are happy when they have made you happy. I have several accounts with the CFP Phil Mahoney and can not stress the level of integrity and thoughtfulness he has shown my wife and I over the years. Well done.
