LPG Wealth Management is dedicated to providing financial guidance at every stage of life, helping you plan a brighter future
Financial | Investment Planning (475)444-6244
LPG Wealth Management was created to serve clients better by delivering
Wall Street solutions to Main Street America. This is accomplished by leveraging 20+ years of industry experience along with the latest tools and resources available in the market, while delivering them in a way our clients can understand.
Our Mission is to provide Goal-Based Financial Planning tailored to the unique needs and wants of our clients. We strive to be the trusted advisor you recommend to everyone you love and care about.
It begins with a discussion, a conversation about what is important to you. Our goal is to get to know you and what is important to you, your dreams, goals and the overall future you envision. This is the intangible part of the process, it is ever evolving and it is unique to you.
We then collect the data and handle most of the heavy lifting. This is how we get a clear picture of where you are today in order for us to put together strategies that will lead you towards your desired goals. We then review our findings and recommendations.
We will work with you to establish an investment strategy that you are comfortable with, designed to meet your unique goals and objectives. We will then put the plan into action. This includes constant monitoring, re-balancing and scheduled client reviews.
Together we can develop a plan that's right for you and your family. Then we will draw on our resources to implement your plan in a way that works best for you.
Let's plan goals, together, that can lead to a brighter financial future for you and your family.
660 Main Street S., Suite 1, Woodbury, Connecticut 06798, United States
09:00 am – 05:00 pm
Monday - Friday: 9am - 5pm
Evening and Weekend hours: By appointment only
Copyright © 2018 Lets Plan Goals - All Rights Reserved.
LPG Wealth Management and INFINEX INVESTMENTS, INC are not affiliated entities