LPG Wealth Management was established to work alongside our clients in articulating, establishing, and achieving their financial goals.
Our mission is to help our clients make smart investment and financial decisions based on uncompromising integrity, trust, and personalized service.
We fulfill this mission by offering Goals-Based Financial Planning developed around our client's unique situation. The first step in the process is helping our clients organize their financial affairs in an efficient and effective way. After prioritizing our client's goals and dreams we tailor personalized investment strategies designed to meet those goals while managing expectations.
In our experience we have discovered that quality financial decisions are made after the client is informed of options that they can understand and commit to. We believe that with honest discussions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals.
It is to this end and purpose, on behalf of our clients, that LPG Wealth Management exists.
Let's plan goals, together, that can lead to a brighter financial future for you and your family.
We love to help our clients and their loved ones. Do you have a financial question? Are you looking for help in organizing your financial life? Would you benefit from a second opinion before making a major investment? If so, reach out and let us help you plan goals, together.
Lorenzo has been advising clients in the financial services industry for over 20 years. A graduate of Fairfield University and a Certified Financial Planner™ Professional, he concentrates on building ...
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Watch this short clip to see how we work with clients to discover a brighter future.
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LPG Wealth Management and INFINEX INVESTMENTS, INC are not affiliated entities