Wealth Management

Investment strategies are not a one-size-fits-all approach. A multitude of factors influence an individual’s decisions regarding amount and type of investment, willingness to assume risk, and overall goals within a specific time line. At LMR & Associates, we have specific financial services team called LMR Advisors, that recognizes understanding your unique financial situation is a critical piece in developing appropriate solutions.

Some of the key steps in LMR Advisors' investment services include:

Asset Allocation

Our goal is to provide clients with a blend of investments that offer both stability and potential for sustained growth.

Individual Strategy

The LMR Advisors team will work with you to construct an individualized plan to pursue your long-term goals and maintain a high level of comfort with your investment strategy.

Progressive Strategy

Our team prides itself on being proactive regarding investment strategies, and as individuals move through their personal life cycle where factors such as priorities and risk tolerance may change.

We provide access to a comprehensive range of investments:

Asset Allocation Models - Stocks, Bonds, & Mutual Funds - Exchange Traded Funds - Fixed & Variable Annuities - Real Estate Investment Trusts
Brokered CDs - Personal Retirement Plans - Business Retirement Plans - Alternative Investments

Contact Us To Start Managing Your Wealth