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Profile Details

Organization Name:
LBW Wealth Management
Business Address Line 1:
6425 Odana Rd
Business Address Line 2:
Suite 25
Business City:
Madison
Business State:
WI
Business Zipcode:
53719
Email:
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone:
(608) 286-1322
Website:
http://www.lbw-wealth.com
Category:
Financial Services
Keywords:
wealth, financial, estate planning, insurance, retirement, money, assests, value investing
Products and Services:
We are an independent fee-only* Registered Investment Advisor (RIA) Located in Madison, WI emphasizing financial planning, estate planning, and value-based investment management.

*For LBW's Wealth Management Services we charge a percentage of assets under management. LBW has the ability to sell Term Life and Long Term Care insurance.
Philosophy:
We want to help! Everyone has a different skill set, ours happens to be finance. Why not share it? Allowing others to fulfill their passions and dreams. Let us do for you what others wont.
DBL Gift Card:
No
Contact First Name:
Daniel
Contact Last Name:
Weiss
LinkedIn:
https://www.linkedin.com/company/10268677?trk=vsrp_companies_res_name&trkInfo=VSRPsearchId%3A1047916731447787497799%2CVSRPtargetId%3A10268677%2CVSRPcmpt%3Aprimary
Secondary Contact Name:
Timothy Bickmore
Secondary Contact Email:
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Member Referral:
Kathryn Colucci
Volunteer Committee Interest:
no
Hosting an Event Interest:
no