Our Firm

Dedicated to client service

LBT WEALTH MANAGEMENT, LLC is a small boutique financial planning firm known for providing exceptional service based on trust and knowledge and for a corporate culture that puts client needs above all else.


How are we unique?

We are a leader in the growing trend of integrating financial planning with life planning.  This process is known as Financial Life Planning.


What is Financial Life Planning?

Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction.  Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.”  In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.


Why choose a Financial Life Planning Advisor?

Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you achieve your financial and life goals.   And, it is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams.

By incorporating this unique process, we are making a commitment to understand our clients’ unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations.

Our commitment to you

When you work with a Financial Advisor from LBT WEALTH MANGEMENT, LLC, you have someone who takes the time to listen and understand your needs, helps you clarify your goals and takes seriously the safety and security of your money and investments.

We can help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments and regular feedback on your progress.

Your needs and goals will change over time.  That’s why we will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.