Wealth Management Services

Your financial journey starts here.

Do you need a comprehensive wealth management plan?


We leave no products or strategies off the table when it comes to helping our clients craft an optimal financial plan for their situation. Our firm is dedicated to a personalized, holistic, and creative approach to wealth management. We know one size doesn’t fit all. That’s why we take the time to get to know our clients individually. We use risk-tolerance assessment techniques to find out how comfortable our clients are with market risk. And we never ask them to invest at a level of risk that they aren’t comfortable with — never.

L&L Advisors adheres to a five-step plan of wealth management to better understand our client’s needs and how to help them as their journey to their retirement dream:

  • #1 What are your goals?

    We want to understand what you are working towards and help to develop a plan that gets you to your retirement dream.

  • #2 What do you know about your finances?

    Whether you are just getting started or have a diverse portfolio, L&L Advisors will work with you develop a plan that fits within your financial needs.

  • #3 How do we use what we know to build a plan?

    We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation.

  • #4 How do you execute your plan?

    We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.

  • #5 Is the plan continuing to work?

    As times evolves, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you are happy with your services and products.

A Customized Portfolio for Your Financial Future

We identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection. Asset classes include:


  • Stocks
  • Bonds
  • Cash
  • Alternatives
  • Insurance