Through our proprietary Redefining Wealth™ process, a comprehensive approach—aligning Income, Taxes, Healthcare and long term goals LS Wealth Management is a Financial Consulting firm serving areas across the Midwest, Northwest Ohio and United States. Founded in 2001, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships and crafting income plans
with each of our clients. We understand how important it is for you to be able to trust your Financial Advisor. We are comprehensive with our team approach to address our clients financial planning needs. CFP® CPA, MBA qualified team members, our team is highly credentialed and experienced. It is important to have a trusted advisor who utilizes a process to identify your needs. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe in the far-reaching benefits our clients receive when provided with opinions from several sources with diverse backgrounds, education and experience. No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available. We are experienced, responsive and understand your need for integrity and transparency. To schedule a time to discuss your financial future, contact us at [email protected] or call us at (419)633-0955 today! Copyright 2024 ®
LS Wealth Management LLC is an Independently owned Wealth Management firm serving clients throughout the midwest and country. Established in 2001, we have built trust through our constant nurture of client relationships through communication, education, and team approach with our attention to detail and proprietary redefining wealth process℠. This framework helps coordinate balance and the key risk through retirement. Schedule a complimentary strategy session:
www.RedefiningWealth.info
For more resources check out the retirementent talk podcast. email: [email protected]
419-633-0955
Investment Advisory Services are offered through Virtue Capital Management (VCM) an SEC Registered Investment Adviser. LS Wealth Management is a separate entity. “The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
