What we’ve learned from our clients about Wealth Management…
Over the last 20+ years, our clients have taught us a great deal. Specifically, that quality financial advice needs to be much more than just managing their investments. Therefore, Wealth Management for our clients is a fully integrated and comprehensive system to managing all of their financial affairs. Our clients appreciate a global perspective and completion-oriented focus. A plan’s success demands deliverability in thought and action.
Our clients are unique and their outlooks, needs, and requirements are distinct. Lawless, Edwards & Warren limits our practice to work with a select number of Business Owners, Executives, and Successful Families with whom we can make a significant impact.
Our clients seek assistance in the following areas:
- Capital Preservation Strategies
- Protection from Unintended Creditors
- Increased Liquidity
- Reduced Income and Estate Tax Exposures
- Distinctive Strategies for Charitable, Community and long-term Philanthropic Goals
- A Collaborative Approach to Strategies and Implementation
Your circumstances are unique. Your values, your judgments and your perspective are integral for building a successful foundation. We will help you attain the goals that define you – passing your estate, reducing taxes, maintaining a family legacy business or endowing your favorite charities…