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Investment Advisory and Wealth Management Services Milwaukee, Wisconsin
What Lewis Lacey Capital Management of Milwaukee offers:
A comprehensive financial planning and investment management relationship is based on the understanding of your needs and values and earning your trust. At Lewis Lacey Capital Management our primary objective is most often focused on investment and risk management to meet current or future cash-flow needs. We believe it is also critical to the overall financial goals of our clients to collaborate with other professional advisors to make sure they receive the best advice on such topics as trust and estate planning, tax planning, insurance planning, and retirement benefits.
Lewis Lacey Capital Management will work with you to develop, implement, and monitor an investment management strategy tailored to your specific investment and cash-flow needs. We also provide quarterly performance reporting including your personal portfolio performance, economic commentary and market updates in correlation with domestic and global-based trends.
Summary of Services Included:
Financial Planning:
- Comprehensive overview of finances.
- Develop present and future financial objectives.
- Specific advice in all areas of personal finance.
- Referral to experts in complementary fields throughout Milwaukee, Brookfield and Waukesha, Wisconsin.
Investment and Risk Management:
- Discuss investment expectations, tolerance for risk, and investment and retirement time horizon.
- Specific and tax-appropriate investment suggestions.
- Develop and implement individually tailored investment portfolio.
- Continuous supervision of investments.
- Quarterly performance reports.
- Annual summary of tax data.
Tax Planning:
Taxes are costs too and they can take from your nest egg. To the extent we can
help our clients maximize their after-tax dollars, we provide value to our clients by:
- Reviewing your tax returns to better understand your current situation.
- Work with your accountant or refer one if needed within the Milwaukee area.
- Inform you of changes in the Wisconsin and Federal tax law that may affect your financial and investment plan.
- Track cost basis and provide an annual summary to make your tax preparation easier.
Cash-Flow Planning:
- Develop and track your home budget.
- Determine the extent to which you are living within or beyond your income.
- Determine how much you can safely spend and how much you need to save.
- How to convert portfolio wealth to income in retirement.
- Determine from which accounts you will receive retirement distributions so as to consistently keep you in the lowest tax bracket as possible.
Insurance Planning:
- Review current insurance coverage.
- Refer you to an insurance agent or work with your current agent to identify potential weaknesses in coverage.
Estate Planning:
Making sure you, the client, can pass on their wealth is another critical aspect of financial planning. If appropriate, we will work with attorneys trained in trust and estate planning to make sure this aspect of their plan is in place.
- Compile data and identify potential estate planning issues.
- Go with you to the attorney’s office and/or work with the attorney on your behalf.
- Update titles and beneficiary designations.
